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 | $80,220 | $133,958-40.1% | $112,228-28.5% | $134,475-40.3% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -10.36% | 47.11%-57.5pp | 27.45%-37.8pp | 417.96%-428.3pp |
| Employer contribution / active EE | $4,074 | $4,038+0.9% | $3,635+12.1% | $4,740-14.0% |
| Participant deferral / active EE | $5,720 | $5,291+8.1% | $4,728+21.0% | $6,400-10.6% |
| Admin fee / account holder | $5,826 | $7,489-22.2% | $6,410-9.1% | $11,426-49.0% |