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 | $77,303 | $90,519-14.6% | $93,789-17.6% | $134,475-42.5% |
| Participation rate | 81.3% | 82.0%-0.7pp | 81.0%+0.3pp | 81.2%0pp |
| Annual return | -15.12% | -15.72%+0.6pp | -11.33%-3.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,539 | $4,343-41.5% | $4,323-41.3% | $4,740-46.4% |
| Participant deferral / active EE | $6,582 | $5,978+10.1% | $6,094+8.0% | $6,400+2.8% |
| Admin fee / account holder | $935 | $9,252-89.9% | $7,195-87.0% | $11,426-91.8% |