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 | $72,882 | $100,754-27.7% | $86,677-15.9% | $134,475-45.8% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -17.02% | 29.04%-46.1pp | 35.91%-52.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,235 | $3,489-64.6% | $2,836-56.5% | $4,740-73.9% |
| Participant deferral / active EE | $6,282 | $5,338+17.7% | $4,656+34.9% | $6,400-1.8% |
| Admin fee / account holder | $773 | $10,926-92.9% | $7,493-89.7% | $11,426-93.2% |