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 | $45,692 | $95,862-52.3% | $79,550-42.6% | $134,475-66.0% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -17.74% | -2.69%-15.0pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,981 | $3,128-36.7% | $2,413-17.9% | $4,740-58.2% |
| Participant deferral / active EE | $5,412 | $4,693+15.3% | $3,985+35.8% | $6,400-15.4% |
| Admin fee / account holder | $1,504 | $9,126-83.5% | $6,832-78.0% | $11,426-86.8% |