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 | $17,082 | $133,958-87.2% | $112,228-84.8% | $134,475-87.3% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.1%-1.4pp | 81.2%-7.5pp |
| Annual return | -12.77% | 47.11%-59.9pp | 27.45%-40.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,990 | $4,038-26.0% | $3,635-17.7% | $4,740-36.9% |
| Participant deferral / active EE | $5,069 | $5,291-4.2% | $4,728+7.2% | $6,400-20.8% |
| Admin fee / account holder | $16,737 | $7,489+123.5% | $6,410+161.1% | $11,426+46.5% |