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 4-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 | $105,881 | $167,484-36.8% | $151,611-30.2% | $134,475-21.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -15.26% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,466 | $6,829-49.3% | $6,166-43.8% | $4,740-26.9% |
| Participant deferral / active EE | $5,843 | $8,986-35.0% | $8,363-30.1% | $6,400-8.7% |
| Admin fee / account holder | $22,927 | $13,783+66.3% | $11,616+97.4% | $11,426+100.7% |