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 | $45,697 | $152,509-70.0% | $117,472-61.1% | $134,475-66.0% |
| Participation rate | 89.5% | 77.1%+12.4pp | 70.6%+18.9pp | 81.2%+8.3pp |
| Annual return | -17.26% | 52.99%-70.2pp | 29.74%-47.0pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,460 | $4,818+34.1% | $4,070+58.7% | $6,400+0.9% |
| Admin fee / account holder | $1,680 | $7,004-76.0% | $5,645-70.2% | $11,426-85.3% |