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 9-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 | $54,324 | $133,958-59.4% | $112,228-51.6% | $134,475-59.6% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -17.40% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,932 | $4,038-52.2% | $3,635-46.9% | $4,740-59.2% |
| Participant deferral / active EE | $6,017 | $5,291+13.7% | $4,728+27.3% | $6,400-6.0% |
| Admin fee / account holder | $1,041 | $7,489-86.1% | $6,410-83.8% | $11,426-90.9% |