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 5-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 | $18,939 | $82,664-77.1% | $125,339-84.9% | $68,494-72.3% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -5.80% | -5.97%+0.2pp | 572.05%-577.9pp | -7.84%+2.0pp |
| Employer contribution / active EE | $3,592 | $3,381+6.2% | $4,814-25.4% | $2,596+38.3% |
| Participant deferral / active EE | $6,421 | $6,110+5.1% | $7,446-13.8% | $4,027+59.4% |
| Admin fee / account holder | $301 | $6,275-95.2% | $10,010-97.0% | $5,403-94.4% |