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 | $58,644 | $167,484-65.0% | $151,611-61.3% | $134,475-56.4% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -12.35% | 7.80%-20.2pp | 3.33%-15.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $4,225 | $6,829-38.1% | $6,166-31.5% | $4,740-10.9% |
| Participant deferral / active EE | $9,743 | $8,986+8.4% | $8,363+16.5% | $6,400+52.2% |
| Admin fee / account holder | $7,041 | $13,783-48.9% | $11,616-39.4% | $11,426-38.4% |