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 8-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 | $64,434 | $133,958-51.9% | $112,228-42.6% | $134,475-52.1% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -19.74% | 47.11%-66.9pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,570 | $4,038-61.1% | $3,635-56.8% | $4,740-66.9% |
| Participant deferral / active EE | $5,219 | $5,291-1.4% | $4,728+10.4% | $6,400-18.5% |
| Admin fee / account holder | $1,638 | $7,489-78.1% | $6,410-74.4% | $11,426-85.7% |