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 | $123,843 | $167,484-26.1% | $151,611-18.3% | $134,475-7.9% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -17.31% | 7.80%-25.1pp | 3.33%-20.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,353 | $6,829-65.5% | $6,166-61.8% | $4,740-50.4% |
| Participant deferral / active EE | $4,691 | $8,986-47.8% | $8,363-43.9% | $6,400-26.7% |
| Admin fee / account holder | $3,977 | $13,783-71.1% | $11,616-65.8% | $11,426-65.2% |