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 7-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 | $130,392 | $95,862+36.0% | $79,550+63.9% | $134,475-3.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.19% | -2.69%-12.5pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,190 | $3,128-30.0% | $2,413-9.3% | $4,740-53.8% |
| Participant deferral / active EE | $3,700 | $4,693-21.2% | $3,985-7.2% | $6,400-42.2% |
| Admin fee / account holder | $480 | $9,126-94.7% | $6,832-93.0% | $11,426-95.8% |