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 | $74,380 | $133,958-44.5% | $112,228-33.7% | $134,475-44.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -17.40% | 47.11%-64.5pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,778 | $4,038-56.0% | $3,635-51.1% | $4,740-62.5% |
| Participant deferral / active EE | $3,413 | $5,291-35.5% | $4,728-27.8% | $6,400-46.7% |
| Admin fee / account holder | $996 | $7,489-86.7% | $6,410-84.5% | $11,426-91.3% |