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 | $54,495 | $95,862-43.2% | $79,550-31.5% | $134,475-59.5% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -17.12% | -2.69%-14.4pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,504 | $3,128-51.9% | $2,413-37.7% | $4,740-68.3% |
| Participant deferral / active EE | $4,839 | $4,693+3.1% | $3,985+21.4% | $6,400-24.4% |
| Admin fee / account holder | $541 | $9,126-94.1% | $6,832-92.1% | $11,426-95.3% |