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 | $21,597 | $85,790-74.8% | $67,313-67.9% | $135,375-84.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 23.52% | -0.54%+24.1pp | -4.08%+27.6pp | 519.73%-496.2pp |
| Employer contribution / active EE | $1,634 | $3,487-53.2% | $2,566-36.3% | $4,779-65.8% |
| Participant deferral / active EE | $2,872 | $4,651-38.2% | $3,568-19.5% | $5,609-48.8% |
| Admin fee / account holder | $1,814 | $6,392-71.6% | $4,507-59.8% | $10,827-83.2% |