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 | $49,354 | $77,813-36.6% | $123,544-60.1% | $64,186-23.1% |
| Participation rate | 88.3% | 74.7%+13.6pp | 82.3%+6.0pp | 69.6%+18.7pp |
| Annual return | -3.33% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,543 | $3,014-48.8% | $4,628-66.7% | $2,381-35.2% |
| Participant deferral / active EE | $7,288 | $5,240+39.1% | $6,426+13.4% | $3,470+110.0% |
| Admin fee / account holder | $1,462 | $5,519-73.5% | $9,284-84.3% | $4,888-70.1% |