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 | $46,996 | $133,958-64.9% | $112,228-58.1% | $134,475-65.1% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -20.48% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,694 | $4,038-33.3% | $3,635-25.9% | $4,740-43.2% |
| Participant deferral / active EE | $5,576 | $5,291+5.4% | $4,728+17.9% | $6,400-12.9% |
| Admin fee / account holder | $905 | $7,489-87.9% | $6,410-85.9% | $11,426-92.1% |