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 4-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 | $48,553 | $133,958-63.8% | $112,228-56.7% | $134,475-63.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -19.41% | 47.11%-66.5pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,941 | $4,038-27.2% | $3,635-19.1% | $4,740-37.9% |
| Participant deferral / active EE | $6,445 | $5,291+21.8% | $4,728+36.3% | $6,400+0.7% |
| Admin fee / account holder | $7,315 | $7,489-2.3% | $6,410+14.1% | $11,426-36.0% |