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 5-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 | $23,836 | $142,344-83.3% | $119,609-80.1% | $134,475-82.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -18.81% | -12.44%-6.4pp | -14.97%-3.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,204 | $5,222-38.6% | $4,232-24.3% | $4,740-32.4% |
| Participant deferral / active EE | $8,949 | $6,469+38.3% | $5,602+59.8% | $6,400+39.8% |
| Admin fee / account holder | $1,021 | $13,584-92.5% | $10,323-90.1% | $11,426-91.1% |