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 | $64,263 | $142,344-54.9% | $119,609-46.3% | $134,475-52.2% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -18.46% | -12.44%-6.0pp | -14.97%-3.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,531 | $5,222-51.5% | $4,232-40.2% | $4,740-46.6% |
| Participant deferral / active EE | $7,001 | $6,469+8.2% | $5,602+25.0% | $6,400+9.4% |
| Admin fee / account holder | $767 | $13,584-94.4% | $10,323-92.6% | $11,426-93.3% |