See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,512 | $54,350-45.7% | $82,719-64.3% | $68,494-56.9% |
| Participation rate | 73.3% | 63.9%+9.4pp | 72.6%+0.8pp | 67.9%+5.4pp |
| Annual return | -13.75% | -13.67%-0.1pp | 701.18%-714.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,581 | $2,218+16.4% | $3,009-14.2% | $2,596-0.6% |
| Participant deferral / active EE | $1,464 | $3,246-54.9% | $4,395-66.7% | $4,027-63.7% |
| Admin fee / account holder | $3,643 | $4,395-17.1% | $5,329-31.6% | $5,403-32.6% |