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 | $34,384 | $52,681-34.7% | $75,781-54.6% | $59,632-42.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.55% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $3,582 | $2,193+63.3% | $3,323+7.8% | $2,203+62.6% |
| Participant deferral / active EE | $5,424 | $2,591+109.4% | $3,651+48.6% | $3,192+70.0% |
| Admin fee / account holder | $2,365 | $3,610-34.5% | $5,299-55.4% | $4,297-45.0% |