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 | $133,047 | $71,883+85.1% | $86,677+53.5% | $68,494+94.2% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -13.28% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,619 | $2,173+20.5% | $2,836-7.7% | $2,596+0.9% |
| Participant deferral / active EE | $7,218 | $3,779+91.0% | $4,656+55.0% | $4,027+79.2% |
| Admin fee / account holder | $43,843 | $6,112+617.4% | $7,493+485.1% | $5,403+711.5% |