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 | $58,679 | $133,958-56.2% | $112,228-47.7% | $134,475-56.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.60% | 47.11%-62.7pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,546 | $4,038-61.7% | $3,635-57.5% | $4,740-67.4% |
| Participant deferral / active EE | $8,130 | $5,291+53.7% | $4,728+72.0% | $6,400+27.0% |
| Admin fee / account holder | $673 | $7,489-91.0% | $6,410-89.5% | $11,426-94.1% |