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 | $77,782 | $167,484-53.6% | $151,611-48.7% | $134,475-42.2% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -16.19% | 7.80%-24.0pp | 3.33%-19.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $5,594 | $6,829-18.1% | $6,166-9.3% | $4,740+18.0% |
| Participant deferral / active EE | $7,297 | $8,986-18.8% | $8,363-12.8% | $6,400+14.0% |
| Admin fee / account holder | $8,921 | $13,783-35.3% | $11,616-23.2% | $11,426-21.9% |