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 | $63,843 | $175,600-63.6% | $129,110-50.6% | $134,475-52.5% |
| Participation rate | 79.2% | 81.6%-2.4pp | 77.3%+1.9pp | 81.2%-2.1pp |
| Annual return | -4.10% | -11.39%+7.3pp | -10.94%+6.8pp | 417.96%-422.1pp |
| Employer contribution / active EE | $3,724 | $6,355-41.4% | $5,052-26.3% | $4,740-21.4% |
| Participant deferral / active EE | $4,677 | $7,975-41.4% | $6,542-28.5% | $6,400-26.9% |
| Admin fee / account holder | $1,550 | $23,567-93.4% | $14,302-89.2% | $11,426-86.4% |