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 | $62,384 | $99,640-37.4% | $86,436-27.8% | $134,475-53.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.09% | 6782.58%-6801.7pp | 4394.89%-4414.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,248 | $4,400-48.9% | $3,769-40.3% | $4,740-52.6% |
| Participant deferral / active EE | $8,313 | $7,246+14.7% | $6,952+19.6% | $6,400+29.9% |
| Admin fee / account holder | $1,448 | $8,371-82.7% | $6,731-78.5% | $11,426-87.3% |