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 7-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 | $91,462 | $91,538-0.1% | $129,995-29.6% | $75,163+21.7% |
| Participation rate | 70.6% | 71.4%-0.9pp | 78.5%-7.9pp | 67.2%+3.4pp |
| Annual return | 15.53% | -631.11%+646.6pp | -137.18%+152.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $6,651 | $2,845+133.7% | $4,320+54.0% | $2,670+149.1% |
| Participant deferral / active EE | $3,925 | $4,341-9.6% | $5,820-32.6% | $4,125-4.8% |
| Admin fee / account holder | $17,883 | $6,790+163.4% | $10,614+68.5% | $5,651+216.5% |