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 6-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 | $94,880 | $167,484-43.3% | $151,611-37.4% | $134,475-29.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.23% | 7.80%-27.0pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,664 | $6,829-61.0% | $6,166-56.8% | $4,740-43.8% |
| Participant deferral / active EE | $6,699 | $8,986-25.5% | $8,363-19.9% | $6,400+4.7% |
| Admin fee / account holder | $15,263 | $13,783+10.7% | $11,616+31.4% | $11,426+33.6% |