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 7-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 | $34,817 | $72,177-51.8% | $115,037-69.7% | $59,632-41.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.36% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $2,750 | $2,841-3.2% | $4,608-40.3% | $2,203+24.8% |
| Participant deferral / active EE | $2,233 | $4,783-53.3% | $6,026-62.9% | $3,192-30.0% |
| Admin fee / account holder | $3,193 | $4,927-35.2% | $8,175-60.9% | $4,297-25.7% |