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 6-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 | $37,283 | $82,286-54.7% | $68,791-45.8% | $134,475-72.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -15.29% | -2.19%-13.1pp | -6.38%-8.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $675 | $3,301-79.6% | $2,655-74.6% | $4,740-85.8% |
| Participant deferral / active EE | $7,987 | $4,739+68.5% | $3,941+102.6% | $6,400+24.8% |
| Admin fee / account holder | $2,972 | $6,481-54.1% | $4,932-39.7% | $11,426-74.0% |