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 | $17,839 | $129,942-86.3% | $104,294-82.9% | $134,475-86.7% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -17.81% | 42.03%-59.8pp | 24.61%-42.4pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,064 | $4,184-50.7% | $3,372-38.8% | $4,740-56.4% |
| Participant deferral / active EE | $2,064 | $5,588-63.1% | $4,625-55.4% | $6,400-67.7% |
| Admin fee / account holder | $1,422 | $9,323-84.8% | $7,339-80.6% | $11,426-87.6% |