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 | $61,484 | $142,344-56.8% | $119,609-48.6% | $134,475-54.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.50% | -12.44%-7.1pp | -14.97%-4.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,391 | $5,222-54.2% | $4,232-43.5% | $4,740-49.6% |
| Participant deferral / active EE | $9,379 | $6,469+45.0% | $5,602+67.4% | $6,400+46.5% |
| Admin fee / account holder | $498 | $13,584-96.3% | $10,323-95.2% | $11,426-95.6% |