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 | $127,277 | $167,307-23.9% | $143,757-11.5% | $134,475-5.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.98% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,072 | $5,619-27.5% | $4,951-17.8% | $4,740-14.1% |
| Participant deferral / active EE | $6,252 | $6,446-3.0% | $5,637+10.9% | $6,400-2.3% |
| Admin fee / account holder | $883 | $18,088-95.1% | $14,673-94.0% | $11,426-92.3% |