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 7-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 | $43,036 | $95,862-55.1% | $79,550-45.9% | $134,475-68.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -14.50% | -2.69%-11.8pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,961 | $3,128-37.3% | $2,413-18.7% | $4,740-58.6% |
| Participant deferral / active EE | $10,533 | $4,693+124.5% | $3,985+164.3% | $6,400+64.6% |
| Admin fee / account holder | $567 | $9,126-93.8% | $6,832-91.7% | $11,426-95.0% |