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 | $48,761 | $142,344-65.7% | $119,609-59.2% | $134,475-63.7% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -15.40% | -12.44%-3.0pp | -14.97%-0.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,152 | $5,222-77.9% | $4,232-72.8% | $4,740-75.7% |
| Participant deferral / active EE | $6,497 | $6,469+0.4% | $5,602+16.0% | $6,400+1.5% |
| Admin fee / account holder | $2,345 | $13,584-82.7% | $10,323-77.3% | $11,426-79.5% |