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 | $49,860 | $92,222-45.9% | $76,768-35.1% | $135,375-63.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -3.46% | 5.46%-8.9pp | 2.43%-5.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,712 | $3,216-15.7% | $2,485+9.1% | $4,779-43.2% |
| Participant deferral / active EE | $6,788 | $4,509+50.6% | $3,852+76.2% | $5,609+21.0% |
| Admin fee / account holder | $169,517 | $10,748+1477.2% | $6,675+2439.6% | $10,827+1465.7% |