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 | $31,957 | $83,908-61.9% | $68,509-53.4% | $125,391-74.5% |
| Participation rate | 77.8% | 78.2%-0.4pp | 74.7%+3.1pp | 83.2%-5.4pp |
| Annual return | -1.09% | 14.48%-15.6pp | 8.27%-9.4pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,372 | $3,031-54.7% | $2,278-39.8% | $4,866-71.8% |
| Participant deferral / active EE | $2,103 | $4,125-49.0% | $3,382-37.8% | $5,352-60.7% |
| Admin fee / account holder | $1,577 | $8,982-82.4% | $5,275-70.1% | $9,540-83.5% |