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 | $21,021 | $95,971-78.1% | $74,550-71.8% | $135,375-84.5% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -8.15% | 56.96%-65.1pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,949 | $2,716-28.2% | $1,961-0.6% | $4,779-59.2% |
| Participant deferral / active EE | $4,736 | $3,843+23.2% | $3,108+52.4% | $5,609-15.6% |
| Admin fee / account holder | $1,027 | $6,522-84.2% | $5,060-79.7% | $10,827-90.5% |