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 | $63,609 | $167,484-62.0% | $151,611-58.0% | $134,475-52.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -15.79% | 7.80%-23.6pp | 3.33%-19.1pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,435 | $6,829-49.7% | $6,166-44.3% | $4,740-27.5% |
| Participant deferral / active EE | $17,708 | $8,986+97.1% | $8,363+111.7% | $6,400+176.7% |
| Admin fee / account holder | $1,521 | $13,783-89.0% | $11,616-86.9% | $11,426-86.7% |