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 | $43,552 | $97,881-55.5% | $80,004-45.6% | $125,391-65.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.25% | 9.36%-9.6pp | 7.63%-7.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,875 | $3,128-40.0% | $2,473-24.2% | $4,866-61.5% |
| Participant deferral / active EE | $2,873 | $3,744-23.3% | $3,204-10.3% | $5,352-46.3% |
| Admin fee / account holder | $1,189 | $6,278-81.1% | $5,033-76.4% | $9,540-87.5% |