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 | $135,004 | $133,958+0.8% | $112,228+20.3% | $134,475+0.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -12.74% | 47.11%-59.9pp | 27.45%-40.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $4,007 | $4,038-0.8% | $3,635+10.2% | $4,740-15.5% |
| Participant deferral / active EE | $10,170 | $5,291+92.2% | $4,728+115.1% | $6,400+58.9% |
| Admin fee / account holder | $5,464 | $7,489-27.0% | $6,410-14.8% | $11,426-52.2% |