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 | $78,967 | $95,862-17.6% | $79,550-0.7% | $134,475-41.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -17.10% | -2.69%-14.4pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,554 | $3,128-50.3% | $2,413-35.6% | $4,740-67.2% |
| Participant deferral / active EE | $4,339 | $4,693-7.6% | $3,985+8.9% | $6,400-32.2% |
| Admin fee / account holder | $714 | $9,126-92.2% | $6,832-89.6% | $11,426-93.8% |