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 | $67,624 | $133,958-49.5% | $112,228-39.7% | $134,475-49.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -17.97% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,243 | $4,038-19.7% | $3,635-10.8% | $4,740-31.6% |
| Participant deferral / active EE | $8,107 | $5,291+53.2% | $4,728+71.5% | $6,400+26.7% |
| Admin fee / account holder | $1,099 | $7,489-85.3% | $6,410-82.9% | $11,426-90.4% |