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 | $32,691 | $92,222-64.6% | $76,768-57.4% | $135,375-75.9% |
| Participation rate | 76.5% | 79.8%-3.3pp | 77.0%-0.5pp | 82.6%-6.2pp |
| Annual return | -7.84% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,296 | $3,216-59.7% | $2,485-47.8% | $4,779-72.9% |
| Participant deferral / active EE | $2,345 | $4,509-48.0% | $3,852-39.1% | $5,609-58.2% |
| Admin fee / account holder | $4,962 | $10,748-53.8% | $6,675-25.7% | $10,827-54.2% |