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 | $77,785 | $91,911-15.4% | $68,793+13.1% | $135,375-42.5% |
| Participation rate | 81.3% | 76.7%+4.5pp | 72.2%+9.0pp | 82.6%-1.4pp |
| Annual return | -5.30% | -8.22%+2.9pp | -4.63%-0.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,001 | $4,315-53.6% | $3,311-39.6% | $5,609-64.3% |
| Admin fee / account holder | $1,365 | $9,240-85.2% | $5,131-73.4% | $10,827-87.4% |