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 | $115,441 | $167,484-31.1% | $151,611-23.9% | $134,475-14.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -6.36% | 7.80%-14.2pp | 3.33%-9.7pp | 417.96%-424.3pp |
| Employer contribution / active EE | $6,868 | $6,829+0.6% | $6,166+11.4% | $4,740+44.9% |
| Participant deferral / active EE | $11,633 | $8,986+29.5% | $8,363+39.1% | $6,400+81.8% |
| Admin fee / account holder | $29,943 | $13,783+117.2% | $11,616+157.8% | $11,426+162.1% |