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 7-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 | $41,329 | $167,484-75.3% | $151,611-72.7% | $134,475-69.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -7.36% | 7.80%-15.2pp | 3.33%-10.7pp | 417.96%-425.3pp |
| Employer contribution / active EE | $2,866 | $6,829-58.0% | $6,166-53.5% | $4,740-39.5% |
| Participant deferral / active EE | $4,741 | $8,986-47.2% | $8,363-43.3% | $6,400-25.9% |
| Admin fee / account holder | $702 | $13,783-94.9% | $11,616-94.0% | $11,426-93.9% |