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 | $45,541 | $100,754-54.8% | $86,677-47.5% | $134,475-66.1% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -20.18% | 29.04%-49.2pp | 35.91%-56.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,466 | $3,489-58.0% | $2,836-48.3% | $4,740-69.1% |
| Participant deferral / active EE | $3,609 | $5,338-32.4% | $4,656-22.5% | $6,400-43.6% |
| Admin fee / account holder | $773 | $10,926-92.9% | $7,493-89.7% | $11,426-93.2% |