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 | $41,902 | $152,509-72.5% | $117,472-64.3% | $134,475-68.8% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -17.96% | 52.99%-70.9pp | 29.74%-47.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,423 | $5,571-56.5% | $4,176-42.0% | $4,740-48.9% |
| Participant deferral / active EE | $2,985 | $4,818-38.0% | $4,070-26.7% | $6,400-53.4% |
| Admin fee / account holder | $312 | $7,004-95.5% | $5,645-94.5% | $11,426-97.3% |