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 | $41,978 | $72,404-42.0% | $110,238-61.9% | $64,186-34.6% |
| Participation rate | 88.1% | 73.3%+14.8pp | 79.8%+8.3pp | 69.6%+18.6pp |
| Annual return | -5.26% | -6.29%+1.0pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $567 | $2,282-75.1% | $3,826-85.2% | $2,381-76.2% |
| Participant deferral / active EE | $3,934 | $3,469+13.4% | $4,672-15.8% | $3,470+13.4% |
| Admin fee / account holder | $11,147 | $5,664+96.8% | $8,547+30.4% | $4,888+128.0% |