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 | $29,397 | $45,035-34.7% | $62,995-53.3% | $70,131-58.1% |
| Participation rate | 86.3% | 69.5%+16.8pp | 74.8%+11.5pp | 69.5%+16.7pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,593 | $2,051-22.3% | $2,759-42.3% | $2,342-32.0% |
| Participant deferral / active EE | $2,992 | $2,465+21.4% | $3,329-10.1% | $3,332-10.2% |
| Admin fee / account holder | $498 | $2,834-82.4% | $3,600-86.2% | $4,645-89.3% |