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 | $56,972 | $42,894+32.8% | $60,874-6.4% | $68,494-16.8% |
| Participation rate | 97.6% | 66.8%+30.8pp | 73.1%+24.5pp | 67.9%+29.7pp |
| Annual return | -4.30% | -13.98%+9.7pp | 16.90%-21.2pp | -7.84%+3.5pp |
| Employer contribution / active EE | $8,333 | $1,978+321.3% | $2,701+208.5% | $2,596+221.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,434 | $3,101-21.5% | $3,224-24.5% | $5,403-55.0% |