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 | $51,472 | $92,222-44.2% | $76,768-33.0% | $135,375-62.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.85% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,403 | $3,216-56.4% | $2,485-43.5% | $4,779-70.6% |
| Participant deferral / active EE | $2,483 | $4,509-44.9% | $3,852-35.5% | $5,609-55.7% |
| Admin fee / account holder | $5,670 | $10,748-47.3% | $6,675-15.1% | $10,827-47.6% |