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 | $39,070 | $61,660-36.6% | $80,019-51.2% | $64,186-39.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.49% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $877 | $1,810-51.6% | $2,468-64.5% | $2,381-63.2% |
| Participant deferral / active EE | $3,063 | $2,968+3.2% | $3,686-16.9% | $3,470-11.7% |
| Admin fee / account holder | $3,247 | $5,417-40.1% | $6,521-50.2% | $4,888-33.6% |