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 | $88,965 | $197,825-55.0% | $155,790-42.9% | $125,391-29.1% |
| Participation rate | 88.2% | 82.1%+6.1pp | 76.1%+12.1pp | 83.2%+5.0pp |
| Annual return | -0.26% | 86.74%-87.0pp | 71.54%-71.8pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,584 | $4,847-46.7% | $3,836-32.6% | $4,866-46.9% |
| Participant deferral / active EE | $5,622 | $5,630-0.1% | $4,797+17.2% | $5,352+5.1% |
| Admin fee / account holder | $2,540 | $9,545-73.4% | $7,478-66.0% | $9,540-73.4% |