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 | $109,517 | $105,860+3.5% | $90,749+20.7% | $134,475-18.6% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -19.39% | -11.01%-8.4pp | -12.16%-7.2pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,503 | $3,462-56.6% | $2,921-48.5% | $4,740-68.3% |
| Participant deferral / active EE | $5,910 | $5,216+13.3% | $4,564+29.5% | $6,400-7.7% |
| Admin fee / account holder | $1,397 | $13,938-90.0% | $8,445-83.5% | $11,426-87.8% |