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 | $78,906 | $167,307-52.8% | $143,757-45.1% | $134,475-41.3% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | -15.59% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,848 | $5,619-13.7% | $4,951-2.1% | $4,740+2.3% |
| Participant deferral / active EE | $5,770 | $6,446-10.5% | $5,637+2.4% | $6,400-9.8% |
| Admin fee / account holder | $1,007 | $18,088-94.4% | $14,673-93.1% | $11,426-91.2% |