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 | $50,339 | $82,286-38.8% | $68,791-26.8% | $134,475-62.6% |
| Participation rate | 76.5% | 75.1%+1.4pp | 69.0%+7.4pp | 81.2%-4.8pp |
| Annual return | -15.29% | -2.19%-13.1pp | -6.38%-8.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,744 | $3,301-16.9% | $2,655+3.3% | $4,740-42.1% |
| Participant deferral / active EE | $6,339 | $4,739+33.8% | $3,941+60.8% | $6,400-1.0% |
| Admin fee / account holder | $5,147 | $6,481-20.6% | $4,932+4.4% | $11,426-54.9% |