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 | $38,540 | $62,586-38.4% | $76,768-49.8% | $64,186-40.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.81% | -1.95%-4.9pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $5,597 | $1,832+205.5% | $2,485+125.2% | $2,381+135.1% |
| Participant deferral / active EE | $3,245 | $3,145+3.2% | $3,852-15.7% | $3,470-6.5% |
| Admin fee / account holder | $1,289 | $4,667-72.4% | $6,675-80.7% | $4,888-73.6% |