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 | $108,392 | $167,484-35.3% | $151,611-28.5% | $134,475-19.4% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | -19.67% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $10,818 | $6,829+58.4% | $6,166+75.4% | $4,740+128.2% |
| Participant deferral / active EE | $14,956 | $8,986+66.4% | $8,363+78.8% | $6,400+133.7% |
| Admin fee / account holder | $2,492 | $13,783-81.9% | $11,616-78.5% | $11,426-78.2% |