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 | $43,549 | $95,862-54.6% | $79,550-45.3% | $134,475-67.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -18.48% | -2.69%-15.8pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,379 | $3,128+8.0% | $2,413+40.0% | $4,740-28.7% |
| Participant deferral / active EE | $6,397 | $4,693+36.3% | $3,985+60.5% | $6,4000% |
| Admin fee / account holder | $7,817 | $9,126-14.3% | $6,832+14.4% | $11,426-31.6% |