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 | $72,381 | $95,862-24.5% | $79,550-9.0% | $134,475-46.2% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.8pp | 81.2%+14.0pp |
| Annual return | -17.52% | -2.69%-14.8pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,453 | $3,128-21.6% | $2,413+1.6% | $4,740-48.3% |
| Participant deferral / active EE | $4,680 | $4,693-0.3% | $3,985+17.4% | $6,400-26.9% |
| Admin fee / account holder | $2,278 | $9,126-75.0% | $6,832-66.7% | $11,426-80.1% |