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 | $68,091 | $91,538-25.6% | $129,995-47.6% | $75,163-9.4% |
| Participation rate | 78.1% | 71.4%+6.7pp | 78.5%-0.4pp | 67.2%+10.9pp |
| Annual return | 19.85% | -631.11%+651.0pp | -137.18%+157.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,506 | $2,845-11.9% | $4,320-42.0% | $2,670-6.1% |
| Participant deferral / active EE | $6,753 | $4,341+55.6% | $5,820+16.0% | $4,125+63.7% |
| Admin fee / account holder | $6,342 | $6,790-6.6% | $10,614-40.3% | $5,651+12.2% |