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 | $55,569 | $142,344-61.0% | $119,609-53.5% | $134,475-58.7% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.3%+16.0pp | 81.2%+14.0pp |
| Annual return | -14.43% | -12.44%-2.0pp | -14.97%+0.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,548 | $5,222-51.2% | $4,232-39.8% | $4,740-46.2% |
| Participant deferral / active EE | $5,874 | $6,469-9.2% | $5,602+4.9% | $6,400-8.2% |
| Admin fee / account holder | $754 | $13,584-94.4% | $10,323-92.7% | $11,426-93.4% |