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 | $146,265 | $167,484-12.7% | $151,611-3.5% | $134,475+8.8% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.5%-5.1pp | 81.2%+1.1pp |
| Annual return | -13.15% | 7.80%-21.0pp | 3.33%-16.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,619 | $6,829-61.6% | $6,166-57.5% | $4,740-44.7% |
| Participant deferral / active EE | $3,409 | $8,986-62.1% | $8,363-59.2% | $6,400-46.7% |
| Admin fee / account holder | $914 | $13,783-93.4% | $11,616-92.1% | $11,426-92.0% |