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 | $66,105 | $82,286-19.7% | $68,791-3.9% | $134,475-50.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -19.60% | -2.19%-17.4pp | -6.38%-13.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,710 | $3,301-17.9% | $2,655+2.0% | $4,740-42.8% |
| Participant deferral / active EE | $6,944 | $4,739+46.5% | $3,941+76.2% | $6,400+8.5% |
| Admin fee / account holder | $19,415 | $6,481+199.6% | $4,932+293.7% | $11,426+69.9% |