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 | $24,819 | $61,660-59.7% | $80,019-69.0% | $64,186-61.3% |
| Participation rate | 83.9% | 71.7%+12.2pp | 75.8%+8.1pp | 69.6%+14.3pp |
| Annual return | -2.02% | -0.33%-1.7pp | 11.22%-13.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $4,162 | $1,810+129.9% | $2,468+68.6% | $2,381+74.8% |
| Participant deferral / active EE | $8,338 | $2,968+181.0% | $3,686+126.2% | $3,470+140.3% |
| Admin fee / account holder | $4,596 | $5,417-15.2% | $6,521-29.5% | $4,888-6.0% |