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 | $44,299 | $105,860-58.2% | $90,749-51.2% | $134,475-67.1% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -15.71% | -11.01%-4.7pp | -12.16%-3.5pp | 417.96%-433.7pp |
| Employer contribution / active EE | $10,221 | $3,462+195.2% | $2,921+249.9% | $4,740+115.7% |
| Participant deferral / active EE | $6,780 | $5,216+30.0% | $4,564+48.6% | $6,400+5.9% |
| Admin fee / account holder | $20,615 | $13,938+47.9% | $8,445+144.1% | $11,426+80.4% |