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 4-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 | $183,806 | $142,344+29.1% | $119,609+53.7% | $134,475+36.7% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -16.85% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,253 | $5,222-18.6% | $4,232+0.5% | $4,740-10.3% |
| Participant deferral / active EE | $8,080 | $6,469+24.9% | $5,602+44.2% | $6,400+26.3% |
| Admin fee / account holder | $4,978 | $13,584-63.4% | $10,323-51.8% | $11,426-56.4% |