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 | $35,251 | $133,958-73.7% | $112,228-68.6% | $134,475-73.8% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | -18.56% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,075 | $4,038-48.6% | $3,635-42.9% | $4,740-56.2% |
| Participant deferral / active EE | $5,697 | $5,291+7.7% | $4,728+20.5% | $6,400-11.0% |
| Admin fee / account holder | $3,237 | $7,489-56.8% | $6,410-49.5% | $11,426-71.7% |