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 9-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 | $48,799 | $133,958-63.6% | $112,228-56.5% | $134,475-63.7% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.1%+5.9pp | 81.2%-0.3pp |
| Annual return | -17.92% | 47.11%-65.0pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,563 | $4,038-11.8% | $3,635-2.0% | $4,740-24.8% |
| Participant deferral / active EE | $8,019 | $5,291+51.6% | $4,728+69.6% | $6,400+25.3% |
| Admin fee / account holder | $6,203 | $7,489-17.2% | $6,410-3.2% | $11,426-45.7% |