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 6-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 | $44,566 | $129,942-65.7% | $104,294-57.3% | $134,475-66.9% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -19.52% | 42.03%-61.6pp | 24.61%-44.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,083 | $4,184-26.3% | $3,372-8.5% | $4,740-34.9% |
| Participant deferral / active EE | $6,051 | $5,588+8.3% | $4,625+30.8% | $6,400-5.5% |
| Admin fee / account holder | $452 | $9,323-95.2% | $7,339-93.8% | $11,426-96.0% |