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 7-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 | $24,518 | $71,883-65.9% | $86,677-71.7% | $68,494-64.2% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -9.99% | 3.52%-13.5pp | 35.91%-45.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $5,169 | $2,173+137.9% | $2,836+82.2% | $2,596+99.1% |
| Participant deferral / active EE | $5,992 | $3,779+58.6% | $4,656+28.7% | $4,027+48.8% |
| Admin fee / account holder | $374 | $6,112-93.9% | $7,493-95.0% | $5,403-93.1% |