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 | $65,112 | $133,958-51.4% | $112,228-42.0% | $134,475-51.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -18.03% | 47.11%-65.1pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,970 | $4,038-51.2% | $3,635-45.8% | $4,740-58.4% |
| Participant deferral / active EE | $4,216 | $5,291-20.3% | $4,728-10.8% | $6,400-34.1% |
| Admin fee / account holder | $687 | $7,489-90.8% | $6,410-89.3% | $11,426-94.0% |