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 | $33,174 | $47,848-30.7% | $81,478-59.3% | $70,131-52.7% |
| Participation rate | 90.0% | 58.3%+31.7pp | 68.0%+22.0pp | 69.5%+20.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,567 | $1,527+2.6% | $2,568-39.0% | $2,342-33.1% |
| Participant deferral / active EE | $2,734 | $2,453+11.4% | $3,537-22.7% | $3,332-17.9% |
| Admin fee / account holder | $631 | $3,145-79.9% | $4,561-86.2% | $4,645-86.4% |