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 | $25,829 | $54,726-52.8% | $68,793-62.5% | $64,186-59.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -0.87% | -1.62%+0.7pp | -4.63%+3.8pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,989 | $1,846+7.8% | $2,625-24.2% | $2,381-16.4% |
| Participant deferral / active EE | $1,867 | $2,626-28.9% | $3,311-43.6% | $3,470-46.2% |
| Admin fee / account holder | $12,617 | $4,027+213.3% | $5,131+145.9% | $4,888+158.1% |