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 | $37,164 | $69,977-46.9% | $108,579-65.8% | $62,891-40.9% |
| Participation rate | 75.0% | 72.9%+2.1pp | 79.6%-4.6pp | 69.3%+5.7pp |
| Annual return | 8.81% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,196 | $2,135+96.5% | $3,758+11.6% | $2,281+84.0% |
| Participant deferral / active EE | $2,978 | $3,165-5.9% | $4,311-30.9% | $3,203-7.0% |
| Admin fee / account holder | $704 | $5,076-86.1% | $7,645-90.8% | $4,296-83.6% |