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 | $81,830 | $95,193-14.0% | $76,523+6.9% | $135,375-39.6% |
| Participation rate | 73.9% | 74.4%-0.5pp | 68.0%+5.9pp | 82.6%-8.7pp |
| Annual return | -2.57% | 4.85%-7.4pp | -0.27%-2.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,332 | $3,302-29.4% | $2,647-11.9% | $4,779-51.2% |
| Participant deferral / active EE | $3,954 | $4,639-14.8% | $3,835+3.1% | $5,609-29.5% |
| Admin fee / account holder | $2,275 | $6,249-63.6% | $4,848-53.1% | $10,827-79.0% |