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 | $38,905 | $82,286-52.7% | $68,791-43.4% | $134,475-71.1% |
| Participation rate | 81.8% | 75.1%+6.8pp | 69.0%+12.8pp | 81.2%+0.6pp |
| Annual return | -16.64% | -2.19%-14.5pp | -6.38%-10.3pp | 417.96%-434.6pp |
| Employer contribution / active EE | $939 | $3,301-71.6% | $2,655-64.6% | $4,740-80.2% |
| Participant deferral / active EE | $2,631 | $4,739-44.5% | $3,941-33.2% | $6,400-58.9% |
| Admin fee / account holder | $1,843 | $6,481-71.6% | $4,932-62.6% | $11,426-83.9% |