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 9-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 | $22,246 | $59,107-62.4% | $86,436-74.3% | $68,494-67.5% |
| Participation rate | 93.8% | 75.2%+18.5pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -4.29% | -0.23%-4.1pp | 4394.89%-4399.2pp | -7.84%+3.6pp |
| Employer contribution / active EE | $4,100 | $2,519+62.8% | $3,769+8.8% | $2,596+57.9% |
| Participant deferral / active EE | $5,480 | $5,901-7.1% | $6,952-21.2% | $4,027+36.1% |
| Admin fee / account holder | $609 | $5,637-89.2% | $6,731-90.9% | $5,403-88.7% |