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 | $52,871 | $167,307-68.4% | $143,757-63.2% | $134,475-60.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.95% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,360 | $5,619-58.0% | $4,951-52.3% | $4,740-50.2% |
| Participant deferral / active EE | $7,170 | $6,446+11.2% | $5,637+27.2% | $6,400+12.0% |
| Admin fee / account holder | $636 | $18,088-96.5% | $14,673-95.7% | $11,426-94.4% |