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 | $66,380 | $105,860-37.3% | $90,749-26.9% | $134,475-50.6% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -16.33% | -11.01%-5.3pp | -12.16%-4.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,436 | $3,462-0.8% | $2,921+17.6% | $4,740-27.5% |
| Participant deferral / active EE | $5,611 | $5,216+7.6% | $4,564+22.9% | $6,400-12.3% |
| Admin fee / account holder | $324 | $13,938-97.7% | $8,445-96.2% | $11,426-97.2% |