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 | $36,077 | $47,848-24.6% | $81,478-55.7% | $70,131-48.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,471 | $1,527-3.7% | $2,568-42.7% | $2,342-37.2% |
| Participant deferral / active EE | $2,569 | $2,453+4.7% | $3,537-27.4% | $3,332-22.9% |
| Admin fee / account holder | $502 | $3,145-84.0% | $4,561-89.0% | $4,645-89.2% |