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 | $105,943 | $82,286+28.7% | $68,791+54.0% | $134,475-21.2% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.0%+1.0pp | 81.2%-11.2pp |
| Annual return | -19.66% | -2.19%-17.5pp | -6.38%-13.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,575 | $3,301-52.3% | $2,655-40.7% | $4,740-66.8% |
| Participant deferral / active EE | $3,965 | $4,739-16.3% | $3,941+0.6% | $6,400-38.0% |
| Admin fee / account holder | $542 | $6,481-91.6% | $4,932-89.0% | $11,426-95.3% |