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 6-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 | $46,367 | $133,958-65.4% | $112,228-58.7% | $134,475-65.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.66% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,783 | $4,038-6.3% | $3,635+4.1% | $4,740-20.2% |
| Participant deferral / active EE | $11,582 | $5,291+118.9% | $4,728+145.0% | $6,400+81.0% |
| Admin fee / account holder | $9,578 | $7,489+27.9% | $6,410+49.4% | $11,426-16.2% |