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 | $20,926 | $61,774-66.1% | $97,226-78.5% | $80,856-74.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 15.97% | -557.90%+573.9pp | 75.13%-59.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,004 | $1,837+9.1% | $2,729-26.5% | $2,755-27.2% |
| Participant deferral / active EE | $3,205 | $3,029+5.8% | $4,264-24.8% | $4,296-25.4% |
| Admin fee / account holder | $1,492 | $5,166-71.1% | $5,654-73.6% | $6,918-78.4% |