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 | $22,200 | $97,757-77.3% | $83,848-73.5% | $135,375-83.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.32% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,156 | $4,222-1.5% | $3,631+14.5% | $4,779-13.0% |
| Participant deferral / active EE | $5,269 | $4,682+12.5% | $4,082+29.1% | $5,609-6.1% |
| Admin fee / account holder | $7,529 | $6,674+12.8% | $5,478+37.4% | $10,827-30.5% |