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 | $83,875 | $95,862-12.5% | $79,550+5.4% | $134,475-37.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.26% | -2.69%-16.6pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,098 | $3,128-64.9% | $2,413-54.5% | $4,740-76.8% |
| Participant deferral / active EE | $5,201 | $4,693+10.8% | $3,985+30.5% | $6,400-18.7% |
| Admin fee / account holder | $3,646 | $9,126-60.1% | $6,832-46.6% | $11,426-68.1% |