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 7-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 | $66,623 | $140,578-52.6% | $100,671-33.8% | $125,391-46.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.86% | 24.67%-25.5pp | 20.43%-21.3pp | 282.22%-283.1pp |
| Employer contribution / active EE | $669 | $5,965-88.8% | $4,012-83.3% | $4,866-86.3% |
| Participant deferral / active EE | $2,676 | $3,981-32.8% | $3,144-14.9% | $5,352-50.0% |
| Admin fee / account holder | $1,760 | $6,716-73.8% | $4,850-63.7% | $9,540-81.6% |