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 | $40,702 | $43,327-6.1% | $59,878-32.0% | $64,186-36.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 11.72% | -1.55%+13.3pp | 3.46%+8.3pp | 7.63%+4.1pp |
| Employer contribution / active EE | $5,294 | $2,028+161.0% | $2,722+94.5% | $2,381+122.3% |
| Participant deferral / active EE | $4,784 | $2,546+87.9% | $3,402+40.6% | $3,470+37.9% |
| Admin fee / account holder | $1,181 | $3,005-60.7% | $3,590-67.1% | $4,888-75.8% |