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 9-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 | $34,516 | $95,862-64.0% | $79,550-56.6% | $134,475-74.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -14.52% | -2.69%-11.8pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,140 | $3,128-31.6% | $2,413-11.3% | $4,740-54.8% |
| Participant deferral / active EE | $5,519 | $4,693+17.6% | $3,985+38.5% | $6,400-13.8% |
| Admin fee / account holder | $402 | $9,126-95.6% | $6,832-94.1% | $11,426-96.5% |