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 | $49,657 | $67,411-26.3% | $91,001-45.4% | $70,131-29.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.84% | -40.16%+55.0pp | 4.60%+10.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,253 | $1,786-29.8% | $2,456-49.0% | $2,342-46.5% |
| Participant deferral / active EE | $2,354 | $2,823-16.6% | $3,547-33.6% | $3,332-29.3% |
| Admin fee / account holder | $1,942 | $4,236-54.2% | $5,417-64.1% | $4,645-58.2% |