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 | $142,001 | $167,307-15.1% | $143,757-1.2% | $134,475+5.6% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -11.60% | 0.46%-12.1pp | -0.04%-11.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,597 | $5,619-36.0% | $4,951-27.4% | $4,740-24.1% |
| Participant deferral / active EE | $6,802 | $6,446+5.5% | $5,637+20.7% | $6,400+6.3% |
| Admin fee / account holder | $2,353 | $18,088-87.0% | $14,673-84.0% | $11,426-79.4% |