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 | $55,404 | $133,958-58.6% | $112,228-50.6% | $134,475-58.8% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -16.47% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,799 | $4,038-55.4% | $3,635-50.5% | $4,740-62.0% |
| Participant deferral / active EE | $5,030 | $5,291-4.9% | $4,728+6.4% | $6,400-21.4% |
| Admin fee / account holder | $676 | $7,489-91.0% | $6,410-89.5% | $11,426-94.1% |