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 | $84,538 | $133,958-36.9% | $112,228-24.7% | $134,475-37.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -15.99% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,471 | $4,038-63.6% | $3,635-59.5% | $4,740-69.0% |
| Participant deferral / active EE | $4,406 | $5,291-16.7% | $4,728-6.8% | $6,400-31.2% |
| Admin fee / account holder | $787 | $7,489-89.5% | $6,410-87.7% | $11,426-93.1% |