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 6-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 | $53,794 | $90,519-40.6% | $93,789-42.6% | $134,475-60.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 81.0%+2.4pp | 81.2%+2.1pp |
| Annual return | -19.86% | -15.72%-4.1pp | -11.33%-8.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,491 | $4,343-42.7% | $4,323-42.4% | $4,740-47.5% |
| Participant deferral / active EE | $5,032 | $5,978-15.8% | $6,094-17.4% | $6,400-21.4% |
| Admin fee / account holder | $1,000 | $9,252-89.2% | $7,195-86.1% | $11,426-91.3% |