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 | $126,215 | $142,344-11.3% | $119,609+5.5% | $134,475-6.1% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -16.26% | -12.44%-3.8pp | -14.97%-1.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $5,354 | $5,222+2.5% | $4,232+26.5% | $4,740+13.0% |
| Participant deferral / active EE | $10,388 | $6,469+60.6% | $5,602+85.4% | $6,400+62.3% |
| Admin fee / account holder | $9,406 | $13,584-30.8% | $10,323-8.9% | $11,426-17.7% |