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 | $89,415 | $211,958-57.8% | $169,463-47.2% | $135,375-34.0% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -6.03% | 3.26%-9.3pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,218 | $5,120-76.2% | $4,159-70.7% | $4,779-74.5% |
| Participant deferral / active EE | $3,674 | $6,075-39.5% | $5,277-30.4% | $5,609-34.5% |
| Admin fee / account holder | $738 | $11,471-93.6% | $9,109-91.9% | $10,827-93.2% |