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 | $30,504 | $64,707-52.9% | $112,228-72.8% | $68,494-55.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.09% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,030 | $2,746+10.4% | $3,635-16.6% | $2,596+16.7% |
| Participant deferral / active EE | $5,831 | $3,565+63.6% | $4,728+23.3% | $4,027+44.8% |
| Admin fee / account holder | $1,189 | $5,232-77.3% | $6,410-81.5% | $5,403-78.0% |