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 7-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 | $33,411 | $59,107-43.5% | $86,436-61.3% | $68,494-51.2% |
| Participation rate | 81.1% | 75.2%+5.9pp | 80.3%+0.8pp | 67.9%+13.2pp |
| Annual return | -2.69% | -0.23%-2.5pp | 4394.89%-4397.6pp | -7.84%+5.2pp |
| Employer contribution / active EE | $3,986 | $2,519+58.2% | $3,769+5.8% | $2,596+53.5% |
| Participant deferral / active EE | $9,350 | $5,901+58.4% | $6,952+34.5% | $4,027+132.2% |
| Admin fee / account holder | $1,805 | $5,637-68.0% | $6,731-73.2% | $5,403-66.6% |