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 | $16,897 | $61,774-72.6% | $97,226-82.6% | $80,856-79.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.62% | -557.90%+571.5pp | 75.13%-61.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,943 | $1,837+5.8% | $2,729-28.8% | $2,755-29.5% |
| Participant deferral / active EE | $3,200 | $3,029+5.7% | $4,264-24.9% | $4,296-25.5% |
| Admin fee / account holder | $698 | $5,166-86.5% | $5,654-87.7% | $6,918-89.9% |