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 | $50,602 | $95,862-47.2% | $79,550-36.4% | $134,475-62.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -14.39% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,997 | $3,128+27.8% | $2,413+65.6% | $4,740-15.7% |
| Participant deferral / active EE | $4,070 | $4,693-13.3% | $3,985+2.1% | $6,400-36.4% |
| Admin fee / account holder | $493 | $9,126-94.6% | $6,832-92.8% | $11,426-95.7% |