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 | $43,814 | $85,790-48.9% | $67,313-34.9% | $135,375-67.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -1.28% | -0.54%-0.7pp | -4.08%+2.8pp | 519.73%-521.0pp |
| Employer contribution / active EE | $6,241 | $3,487+79.0% | $2,566+143.3% | $4,779+30.6% |
| Participant deferral / active EE | $11,564 | $4,651+148.6% | $3,568+224.1% | $5,609+106.2% |
| Admin fee / account holder | $346 | $6,392-94.6% | $4,507-92.3% | $10,827-96.8% |