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 7-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 | $39,197 | $133,958-70.7% | $112,228-65.1% | $134,475-70.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.44% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,270 | $4,038-43.8% | $3,635-37.5% | $4,740-52.1% |
| Participant deferral / active EE | $9,106 | $5,291+72.1% | $4,728+92.6% | $6,400+42.3% |
| Admin fee / account holder | $3,725 | $7,489-50.3% | $6,410-41.9% | $11,426-67.4% |