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 6-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 | $33,587 | $167,484-79.9% | $151,611-77.8% | $134,475-75.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.33% | 7.80%-25.1pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,718 | $6,829-74.9% | $6,166-72.1% | $4,740-63.8% |
| Participant deferral / active EE | $5,476 | $8,986-39.1% | $8,363-34.5% | $6,400-14.4% |
| Admin fee / account holder | $1,647 | $13,783-88.1% | $11,616-85.8% | $11,426-85.6% |