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 | $50,592 | $142,344-64.5% | $119,609-57.7% | $134,475-62.4% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.3%-3.1pp | 81.2%-5.0pp |
| Annual return | -16.78% | -12.44%-4.3pp | -14.97%-1.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,579 | $5,222-69.8% | $4,232-62.7% | $4,740-66.7% |
| Participant deferral / active EE | $2,648 | $6,469-59.1% | $5,602-52.7% | $6,400-58.6% |
| Admin fee / account holder | $1,867 | $13,584-86.3% | $10,323-81.9% | $11,426-83.7% |