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 | $32,374 | $129,942-75.1% | $104,294-69.0% | $134,475-75.9% |
| Participation rate | 84.2% | 79.5%+4.7pp | 73.3%+10.9pp | 81.2%+3.0pp |
| Annual return | -19.81% | 42.03%-61.8pp | 24.61%-44.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,306 | $4,184-68.8% | $3,372-61.3% | $4,740-72.5% |
| Participant deferral / active EE | $3,694 | $5,588-33.9% | $4,625-20.1% | $6,400-42.3% |
| Admin fee / account holder | $1,151 | $9,323-87.7% | $7,339-84.3% | $11,426-89.9% |