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 | $80,458 | $95,193-15.5% | $76,523+5.1% | $135,375-40.6% |
| Participation rate | 94.1% | 74.4%+19.7pp | 68.0%+26.1pp | 82.6%+11.5pp |
| Annual return | -6.05% | 4.85%-10.9pp | -0.27%-5.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,045 | $3,302-68.4% | $2,647-60.5% | $4,779-78.1% |
| Participant deferral / active EE | $4,601 | $4,639-0.8% | $3,835+19.9% | $5,609-18.0% |
| Admin fee / account holder | $3,026 | $6,249-51.6% | $4,848-37.6% | $10,827-72.0% |