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 7-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 | $48,984 | $142,344-65.6% | $119,609-59.0% | $134,475-63.6% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -14.95% | -12.44%-2.5pp | -14.97%0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $9,558 | $5,222+83.0% | $4,232+125.9% | $4,740+101.7% |
| Participant deferral / active EE | $12,988 | $6,469+100.8% | $5,602+131.8% | $6,400+102.9% |
| Admin fee / account holder | $20,137 | $13,584+48.2% | $10,323+95.1% | $11,426+76.2% |