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 | $38,539 | $100,754-61.7% | $86,677-55.5% | $134,475-71.3% |
| Participation rate | 81.0% | 78.9%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -16.49% | 29.04%-45.5pp | 35.91%-52.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,987 | $3,489-43.1% | $2,836-30.0% | $4,740-58.1% |
| Participant deferral / active EE | $3,181 | $5,338-40.4% | $4,656-31.7% | $6,400-50.3% |
| Admin fee / account holder | $411 | $10,926-96.2% | $7,493-94.5% | $11,426-96.4% |