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 | $62,641 | $133,958-53.2% | $112,228-44.2% | $134,475-53.4% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -18.42% | 47.11%-65.5pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,323 | $4,038-67.2% | $3,635-63.6% | $4,740-72.1% |
| Participant deferral / active EE | $3,327 | $5,291-37.1% | $4,728-29.6% | $6,400-48.0% |
| Admin fee / account holder | $1,185 | $7,489-84.2% | $6,410-81.5% | $11,426-89.6% |