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 | $121,126 | $142,344-14.9% | $119,609+1.3% | $134,475-9.9% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -5.56% | -12.44%+6.9pp | -14.97%+9.4pp | 417.96%-423.5pp |
| Employer contribution / active EE | $2,232 | $5,222-57.3% | $4,232-47.3% | $4,740-52.9% |
| Participant deferral / active EE | $5,602 | $6,469-13.4% | $5,6020% | $6,400-12.5% |
| Admin fee / account holder | $5,415 | $13,584-60.1% | $10,323-47.5% | $11,426-52.6% |