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 | $102,795 | $167,307-38.6% | $143,757-28.5% | $134,475-23.6% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.93% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,392 | $5,619-57.4% | $4,951-51.7% | $4,740-49.5% |
| Participant deferral / active EE | $6,137 | $6,446-4.8% | $5,637+8.9% | $6,400-4.1% |
| Admin fee / account holder | $847 | $18,088-95.3% | $14,673-94.2% | $11,426-92.6% |