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 | $35,406 | $72,177-50.9% | $115,037-69.2% | $59,632-40.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.21% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,417 | $2,841-50.1% | $4,608-69.2% | $2,203-35.7% |
| Participant deferral / active EE | $2,932 | $4,783-38.7% | $6,026-51.3% | $3,192-8.1% |
| Admin fee / account holder | $1,834 | $4,927-62.8% | $8,175-77.6% | $4,297-57.3% |