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 | $104,059 | $133,958-22.3% | $112,228-7.3% | $134,475-22.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.26% | 47.11%-63.4pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,321 | $4,038-67.3% | $3,635-63.7% | $4,740-72.1% |
| Participant deferral / active EE | $6,224 | $5,291+17.7% | $4,728+31.6% | $6,400-2.7% |
| Admin fee / account holder | $1,761 | $7,489-76.5% | $6,410-72.5% | $11,426-84.6% |