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 | $31,758 | $54,380-41.6% | $68,509-53.6% | $59,632-46.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -1.52% | 2.83%-4.4pp | 8.27%-9.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $952 | $1,539-38.1% | $2,278-58.2% | $2,203-56.8% |
| Participant deferral / active EE | $2,722 | $2,643+3.0% | $3,382-19.5% | $3,192-14.7% |
| Admin fee / account holder | $1,844 | $3,885-52.5% | $5,275-65.0% | $4,297-57.1% |