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 | $47,500 | $95,862-50.4% | $79,550-40.3% | $134,475-64.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -13.15% | -2.69%-10.5pp | 0.16%-13.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,370 | $3,128-24.2% | $2,413-1.8% | $4,740-50.0% |
| Participant deferral / active EE | $6,391 | $4,693+36.2% | $3,985+60.4% | $6,400-0.1% |
| Admin fee / account holder | $917 | $9,126-89.9% | $6,832-86.6% | $11,426-92.0% |