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 5-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 | $87,181 | $167,307-47.9% | $143,757-39.4% | $134,475-35.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.26% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $13,334 | $5,619+137.3% | $4,951+169.3% | $4,740+181.3% |
| Participant deferral / active EE | $8,350 | $6,446+29.5% | $5,637+48.1% | $6,400+30.5% |
| Admin fee / account holder | $1,103 | $18,088-93.9% | $14,673-92.5% | $11,426-90.3% |