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 | $54,118 | $167,484-67.7% | $151,611-64.3% | $134,475-59.8% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -11.68% | 7.80%-19.5pp | 3.33%-15.0pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,874 | $6,829-72.6% | $6,166-69.6% | $4,740-60.5% |
| Participant deferral / active EE | $4,419 | $8,986-50.8% | $8,363-47.2% | $6,400-31.0% |
| Admin fee / account holder | $2,446 | $13,783-82.3% | $11,616-78.9% | $11,426-78.6% |