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 7-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 | $87,091 | $167,484-48.0% | $151,611-42.6% | $134,475-35.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -7.35% | 7.80%-15.1pp | 3.33%-10.7pp | 417.96%-425.3pp |
| Employer contribution / active EE | $2,634 | $6,829-61.4% | $6,166-57.3% | $4,740-44.4% |
| Participant deferral / active EE | $7,925 | $8,986-11.8% | $8,363-5.2% | $6,400+23.8% |
| Admin fee / account holder | $691 | $13,783-95.0% | $11,616-94.1% | $11,426-94.0% |