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 | $53,419 | $167,484-68.1% | $151,611-64.8% | $134,475-60.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -17.77% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,803 | $6,829-59.0% | $6,166-54.5% | $4,740-40.9% |
| Participant deferral / active EE | $3,967 | $8,986-55.9% | $8,363-52.6% | $6,400-38.0% |
| Admin fee / account holder | $666 | $13,783-95.2% | $11,616-94.3% | $11,426-94.2% |