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 | $35,043 | $92,222-62.0% | $76,768-54.4% | $135,375-74.1% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -3.73% | 5.46%-9.2pp | 2.43%-6.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,435 | $3,216-55.4% | $2,485-42.2% | $4,779-70.0% |
| Participant deferral / active EE | $4,587 | $4,509+1.7% | $3,852+19.1% | $5,609-18.2% |
| Admin fee / account holder | $60,983 | $10,748+467.4% | $6,675+813.6% | $10,827+463.2% |