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 | $51,487 | $95,862-46.3% | $79,550-35.3% | $134,475-61.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -17.13% | -2.69%-14.4pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,510 | $3,128+76.2% | $2,413+128.3% | $4,740+16.3% |
| Participant deferral / active EE | $3,552 | $4,693-24.3% | $3,985-10.9% | $6,400-44.5% |
| Admin fee / account holder | $454 | $9,126-95.0% | $6,832-93.3% | $11,426-96.0% |