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 8-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 | $21,929 | $48,265-54.6% | $68,791-68.1% | $68,494-68.0% |
| Participation rate | 98.3% | 60.7%+37.7pp | 69.0%+29.3pp | 67.9%+30.4pp |
| Annual return | -13.62% | -12.71%-0.9pp | -6.38%-7.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,040 | $1,829-43.1% | $2,655-60.8% | $2,596-59.9% |
| Participant deferral / active EE | $3,295 | $2,867+14.9% | $3,941-16.4% | $4,027-18.2% |
| Admin fee / account holder | $1,603 | $4,355-63.2% | $4,932-67.5% | $5,403-70.3% |