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 | $79,048 | $105,860-25.3% | $90,749-12.9% | $134,475-41.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -16.06% | -11.01%-5.1pp | -12.16%-3.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $6,614 | $3,462+91.0% | $2,921+126.4% | $4,740+39.5% |
| Participant deferral / active EE | $2,166 | $5,216-58.5% | $4,564-52.5% | $6,400-66.2% |
| Admin fee / account holder | $7,627 | $13,938-45.3% | $8,445-9.7% | $11,426-33.2% |