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 | $34,660 | $61,660-43.8% | $80,019-56.7% | $64,186-46.0% |
| Participation rate | 86.7% | 71.7%+15.0pp | 75.8%+10.8pp | 69.6%+17.1pp |
| Annual return | -7.11% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,933 | $1,810+6.8% | $2,468-21.7% | $2,381-18.8% |
| Participant deferral / active EE | $3,255 | $2,968+9.7% | $3,686-11.7% | $3,470-6.2% |
| Admin fee / account holder | $567 | $5,417-89.5% | $6,521-91.3% | $4,888-88.4% |