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 | $20,194 | $52,681-61.7% | $75,781-73.4% | $59,632-66.1% |
| Participation rate | 78.8% | 67.2%+11.6pp | 75.8%+3.0pp | 68.7%+10.1pp |
| Annual return | -0.88% | 2.95%-3.8pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,121 | $2,193-48.9% | $3,323-66.3% | $2,203-49.1% |
| Participant deferral / active EE | $1,276 | $2,591-50.7% | $3,651-65.1% | $3,192-60.0% |
| Admin fee / account holder | $1,715 | $3,610-52.5% | $5,299-67.6% | $4,297-60.1% |