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 | $20,216 | $54,726-63.1% | $68,793-70.6% | $64,186-68.5% |
| Participation rate | 85.7% | 68.0%+17.7pp | 72.2%+13.5pp | 69.6%+16.1pp |
| Annual return | -4.38% | -1.62%-2.8pp | -4.63%+0.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,531 | $1,846-17.1% | $2,625-41.7% | $2,381-35.7% |
| Participant deferral / active EE | $2,385 | $2,626-9.2% | $3,311-28.0% | $3,470-31.3% |
| Admin fee / account holder | $403 | $4,027-90.0% | $5,131-92.1% | $4,888-91.8% |