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 9-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 | $44,160 | $61,660-28.4% | $80,019-44.8% | $64,186-31.2% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.4pp | 69.6%+27.7pp |
| Annual return | -4.74% | -0.33%-4.4pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $9,984 | $1,810+451.5% | $2,468+304.6% | $2,381+319.4% |
| Participant deferral / active EE | $1,317 | $2,968-55.6% | $3,686-64.3% | $3,470-62.0% |
| Admin fee / account holder | $1,889 | $5,417-65.1% | $6,521-71.0% | $4,888-61.3% |