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 | $33,231 | $87,540-62.0% | $75,781-56.1% | $125,391-73.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.94% | 13.48%-16.4pp | 9.68%-12.6pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,156 | $3,930-70.6% | $3,323-65.2% | $4,866-76.3% |
| Participant deferral / active EE | $1,418 | $4,229-66.5% | $3,651-61.2% | $5,352-73.5% |
| Admin fee / account holder | $568 | $6,502-91.3% | $5,299-89.3% | $9,540-94.1% |