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 5-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 | $38,951 | $95,862-59.4% | $79,550-51.0% | $134,475-71.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -8.13% | -2.69%-5.4pp | 0.16%-8.3pp | 417.96%-426.1pp |
| Employer contribution / active EE | $3,071 | $3,128-1.8% | $2,413+27.3% | $4,740-35.2% |
| Participant deferral / active EE | $6,416 | $4,693+36.7% | $3,985+61.0% | $6,400+0.2% |
| Admin fee / account holder | $567 | $9,126-93.8% | $6,832-91.7% | $11,426-95.0% |