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 8-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 | $77,294 | $106,543-27.5% | $91,220-15.3% | $134,475-42.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -16.25% | 160.60%-176.8pp | 114.01%-130.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,725 | $3,331-48.2% | $2,850-39.5% | $4,740-63.6% |
| Participant deferral / active EE | $6,725 | $4,719+42.5% | $4,234+58.8% | $6,400+5.1% |
| Admin fee / account holder | $1,732 | $6,231-72.2% | $5,420-68.0% | $11,426-84.8% |