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 | $56,998 | $133,958-57.5% | $112,228-49.2% | $134,475-57.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.74% | 47.11%-66.9pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,293 | $4,038-18.5% | $3,635-9.4% | $4,740-30.5% |
| Participant deferral / active EE | $8,857 | $5,291+67.4% | $4,728+87.3% | $6,400+38.4% |
| Admin fee / account holder | $800 | $7,489-89.3% | $6,410-87.5% | $11,426-93.0% |