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 | $133,269 | $167,307-20.3% | $143,757-7.3% | $134,475-0.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.78% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $6,655 | $5,619+18.4% | $4,951+34.4% | $4,740+40.4% |
| Participant deferral / active EE | $4,435 | $6,446-31.2% | $5,637-21.3% | $6,400-30.7% |
| Admin fee / account holder | $1,722 | $18,088-90.5% | $14,673-88.3% | $11,426-84.9% |