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 | $12,523 | $133,958-90.7% | $112,228-88.8% | $134,475-90.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.49% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,546 | $4,038-36.9% | $3,635-29.9% | $4,740-46.3% |
| Participant deferral / active EE | $4,514 | $5,291-14.7% | $4,728-4.5% | $6,400-29.5% |
| Admin fee / account holder | $1,486 | $7,489-80.2% | $6,410-76.8% | $11,426-87.0% |