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 | $25,949 | $67,606-61.6% | $82,313-68.5% | $70,131-63.0% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+3.0pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,788 | $1,755+1.9% | $2,428-26.4% | $2,342-23.7% |
| Participant deferral / active EE | $2,586 | $2,987-13.4% | $3,706-30.2% | $3,332-22.4% |
| Admin fee / account holder | $1,956 | $4,512-56.6% | $5,608-65.1% | $4,645-57.9% |