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 | $56,448 | $142,344-60.3% | $119,609-52.8% | $134,475-58.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.96% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,463 | $5,222-52.8% | $4,232-41.8% | $4,740-48.0% |
| Participant deferral / active EE | $11,223 | $6,469+73.5% | $5,602+100.3% | $6,400+75.4% |
| Admin fee / account holder | $2,644 | $13,584-80.5% | $10,323-74.4% | $11,426-76.9% |