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 8-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 | $48,634 | $82,286-40.9% | $68,791-29.3% | $134,475-63.8% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -19.16% | -2.19%-17.0pp | -6.38%-12.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,184 | $3,301-3.5% | $2,655+19.9% | $4,740-32.8% |
| Participant deferral / active EE | $8,541 | $4,739+80.2% | $3,941+116.7% | $6,400+33.5% |
| Admin fee / account holder | $2,184 | $6,481-66.3% | $4,932-55.7% | $11,426-80.9% |