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 | $52,243 | $59,107-11.6% | $86,436-39.6% | $68,494-23.7% |
| Participation rate | 76.3% | 75.2%+1.1pp | 80.3%-4.0pp | 67.9%+8.4pp |
| Annual return | -11.95% | -0.23%-11.7pp | 4394.89%-4406.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,677 | $2,519+6.3% | $3,769-29.0% | $2,596+3.1% |
| Participant deferral / active EE | $6,351 | $5,901+7.6% | $6,952-8.6% | $4,027+57.7% |
| Admin fee / account holder | $6,300 | $5,637+11.8% | $6,731-6.4% | $5,403+16.6% |