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 | $43,230 | $84,527-48.9% | $67,711-36.2% | $125,391-65.5% |
| Participation rate | 90.0% | 74.8%+15.2pp | 67.5%+22.5pp | 83.2%+6.8pp |
| Annual return | -2.79% | 2.57%-5.4pp | 25.41%-28.2pp | 282.22%-285.0pp |
| Employer contribution / active EE | $1,618 | $3,292-50.9% | $2,559-36.8% | $4,866-66.8% |
| Participant deferral / active EE | $2,306 | $4,429-47.9% | $3,585-35.7% | $5,352-56.9% |
| Admin fee / account holder | $549 | $5,340-89.7% | $4,255-87.1% | $9,540-94.2% |