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 | $57,476 | $167,484-65.7% | $151,611-62.1% | $134,475-57.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.35% | 7.80%-22.1pp | 3.33%-17.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,602 | $6,829-76.5% | $6,166-74.0% | $4,740-66.2% |
| Participant deferral / active EE | $4,626 | $8,986-48.5% | $8,363-44.7% | $6,400-27.7% |
| Admin fee / account holder | $311 | $13,783-97.7% | $11,616-97.3% | $11,426-97.3% |