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 | $83,233 | $82,664+0.7% | $125,339-33.6% | $68,494+21.5% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.67% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,785 | $3,381+11.9% | $4,814-21.4% | $2,596+45.8% |
| Participant deferral / active EE | $8,307 | $6,110+35.9% | $7,446+11.6% | $4,027+106.3% |
| Admin fee / account holder | $1,275 | $6,275-79.7% | $10,010-87.3% | $5,403-76.4% |