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 6-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 | $40,083 | $52,681-23.9% | $75,781-47.1% | $59,632-32.8% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.8%+5.3pp | 68.7%+12.4pp |
| Annual return | -2.56% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $2,630 | $2,193+19.9% | $3,323-20.9% | $2,203+19.4% |
| Participant deferral / active EE | $3,583 | $2,591+38.3% | $3,651-1.9% | $3,192+12.3% |
| Admin fee / account holder | $1,225 | $3,610-66.1% | $5,299-76.9% | $4,297-71.5% |