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 | $78,007 | $92,222-15.4% | $76,768+1.6% | $135,375-42.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -6.46% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $995 | $3,216-69.0% | $2,485-59.9% | $4,779-79.2% |
| Participant deferral / active EE | $2,098 | $4,509-53.5% | $3,852-45.5% | $5,609-62.6% |
| Admin fee / account holder | $1,556 | $10,748-85.5% | $6,675-76.7% | $10,827-85.6% |