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 7-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 | $35,515 | $71,883-50.6% | $86,677-59.0% | $68,494-48.1% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -9.85% | 3.52%-13.4pp | 35.91%-45.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,046 | $2,173-51.8% | $2,836-63.1% | $2,596-59.7% |
| Participant deferral / active EE | $3,184 | $3,779-15.7% | $4,656-31.6% | $4,027-20.9% |
| Admin fee / account holder | $5,841 | $6,112-4.4% | $7,493-22.1% | $5,403+8.1% |