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 | $53,548 | $69,518-23.0% | $59,878-10.6% | $135,375-60.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.72% | 7.94%-15.7pp | 3.46%-11.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $573 | $3,235-82.3% | $2,722-78.9% | $4,779-88.0% |
| Participant deferral / active EE | $4,438 | $4,206+5.5% | $3,402+30.5% | $5,609-20.9% |
| Admin fee / account holder | $2,932 | $5,734-48.9% | $3,590-18.3% | $10,827-72.9% |