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 | $18,564 | $59,107-68.6% | $86,436-78.5% | $68,494-72.9% |
| Participation rate | 96.0% | 75.2%+20.8pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -2.20% | -0.23%-2.0pp | 4394.89%-4397.1pp | -7.84%+5.6pp |
| Employer contribution / active EE | $4,218 | $2,519+67.5% | $3,769+11.9% | $2,596+62.5% |
| Participant deferral / active EE | $7,782 | $5,901+31.9% | $6,952+11.9% | $4,027+93.2% |
| Admin fee / account holder | $5,041 | $5,637-10.6% | $6,731-25.1% | $5,403-6.7% |