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 8-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 | $53,304 | $142,344-62.6% | $119,609-55.4% | $134,475-60.4% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -17.30% | -12.44%-4.9pp | -14.97%-2.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,081 | $5,222-21.9% | $4,232-3.6% | $4,740-13.9% |
| Participant deferral / active EE | $8,571 | $6,469+32.5% | $5,602+53.0% | $6,400+33.9% |
| Admin fee / account holder | $1,085 | $13,584-92.0% | $10,323-89.5% | $11,426-90.5% |