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 | $38,641 | $211,958-81.8% | $169,463-77.2% | $135,375-71.5% |
| Participation rate | 87.0% | 82.6%+4.3pp | 77.8%+9.2pp | 82.6%+4.3pp |
| Annual return | -5.82% | 3.26%-9.1pp | 1.83%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,195 | $5,120-76.7% | $4,159-71.3% | $4,779-75.0% |
| Participant deferral / active EE | $2,047 | $6,075-66.3% | $5,277-61.2% | $5,609-63.5% |
| Admin fee / account holder | $4,738 | $11,471-58.7% | $9,109-48.0% | $10,827-56.2% |