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 | $29,956 | $45,863-34.7% | $77,024-61.1% | $68,494-56.3% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -16.16% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,948 | $1,650+139.3% | $2,812+40.4% | $2,596+52.1% |
| Participant deferral / active EE | $8,243 | $2,962+178.3% | $4,426+86.2% | $4,027+104.7% |
| Admin fee / account holder | $17,275 | $3,041+468.1% | $5,425+218.4% | $5,403+219.7% |