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 | $49,203 | $95,862-48.7% | $79,550-38.1% | $134,475-63.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.96% | -2.69%-17.3pp | 0.16%-20.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,328 | $3,128-57.5% | $2,413-45.0% | $4,740-72.0% |
| Participant deferral / active EE | $4,802 | $4,693+2.3% | $3,985+20.5% | $6,400-25.0% |
| Admin fee / account holder | $7,144 | $9,126-21.7% | $6,832+4.6% | $11,426-37.5% |