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 9-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 | $114,327 | $167,307-31.7% | $143,757-20.5% | $134,475-15.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.32% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,878 | $5,619-13.2% | $4,951-1.5% | $4,740+2.9% |
| Participant deferral / active EE | $11,224 | $6,446+74.1% | $5,637+99.1% | $6,400+75.4% |
| Admin fee / account holder | $333 | $18,088-98.2% | $14,673-97.7% | $11,426-97.1% |