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 | $32,655 | $133,958-75.6% | $112,228-70.9% | $134,475-75.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -19.94% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $4,261 | $4,038+5.5% | $3,635+17.2% | $4,740-10.1% |
| Participant deferral / active EE | $5,282 | $5,291-0.2% | $4,728+11.7% | $6,400-17.5% |
| Admin fee / account holder | $5,330 | $7,489-28.8% | $6,410-16.9% | $11,426-53.4% |