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 | $67,809 | $100,754-32.7% | $86,677-21.8% | $134,475-49.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.04% | 29.04%-30.1pp | 35.91%-37.0pp | 417.96%-419.0pp |
| Employer contribution / active EE | $2,639 | $3,489-24.4% | $2,836-7.0% | $4,740-44.3% |
| Participant deferral / active EE | $5,511 | $5,338+3.2% | $4,656+18.4% | $6,400-13.9% |
| Admin fee / account holder | $1,845 | $10,926-83.1% | $7,493-75.4% | $11,426-83.9% |