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 | $89,463 | $167,307-46.5% | $143,757-37.8% | $134,475-33.5% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -15.22% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $8,396 | $5,619+49.4% | $4,951+69.6% | $4,740+77.1% |
| Participant deferral / active EE | $5,056 | $6,446-21.6% | $5,637-10.3% | $6,400-21.0% |
| Admin fee / account holder | $1,330 | $18,088-92.6% | $14,673-90.9% | $11,426-88.4% |