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 | $72,522 | $127,386-43.1% | $115,037-37.0% | $125,391-42.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -0.18% | 31.28%-31.5pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,820 | $5,166-45.4% | $4,608-38.8% | $4,866-42.0% |
| Participant deferral / active EE | $2,750 | $6,423-57.2% | $6,026-54.4% | $5,352-48.6% |
| Admin fee / account holder | $7,112 | $9,516-25.3% | $8,175-13.0% | $9,540-25.5% |