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 | $31,114 | $69,518-55.2% | $59,878-48.0% | $135,375-77.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.96% | 7.94%-13.9pp | 3.46%-9.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,440 | $3,235-24.6% | $2,722-10.3% | $4,779-48.9% |
| Participant deferral / active EE | $4,091 | $4,206-2.7% | $3,402+20.3% | $5,609-27.1% |
| Admin fee / account holder | $4,003 | $5,734-30.2% | $3,590+11.5% | $10,827-63.0% |