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 | $84,672 | $92,222-8.2% | $76,768+10.3% | $135,375-37.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.55% | 5.46%-14.0pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,151 | $3,216-64.2% | $2,485-53.7% | $4,779-75.9% |
| Participant deferral / active EE | $3,633 | $4,509-19.4% | $3,852-5.7% | $5,609-35.2% |
| Admin fee / account holder | $2,963 | $10,748-72.4% | $6,675-55.6% | $10,827-72.6% |