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 | $71,404 | $92,222-22.6% | $76,768-7.0% | $135,375-47.3% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -7.12% | 5.46%-12.6pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,485 | $3,216+8.4% | $2,485+40.2% | $4,779-27.1% |
| Participant deferral / active EE | $5,844 | $4,509+29.6% | $3,852+51.7% | $5,609+4.2% |
| Admin fee / account holder | $1,515 | $10,748-85.9% | $6,675-77.3% | $10,827-86.0% |