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 6-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 | $42,755 | $167,484-74.5% | $151,611-71.8% | $134,475-68.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.29% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,166 | $6,829-53.6% | $6,166-48.7% | $4,740-33.2% |
| Participant deferral / active EE | $9,579 | $8,986+6.6% | $8,363+14.5% | $6,400+49.7% |
| Admin fee / account holder | $104,792 | $13,783+660.3% | $11,616+802.1% | $11,426+817.1% |