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 | $25,027 | $133,958-81.3% | $112,228-77.7% | $134,475-81.4% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.1%+11.9pp | 81.2%+5.7pp |
| Annual return | -11.00% | 47.11%-58.1pp | 27.45%-38.4pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,154 | $4,038-46.6% | $3,635-40.7% | $4,740-54.5% |
| Participant deferral / active EE | $4,722 | $5,291-10.7% | $4,728-0.1% | $6,400-26.2% |
| Admin fee / account holder | $3,075 | $7,489-58.9% | $6,410-52.0% | $11,426-73.1% |