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 | $65,357 | $100,754-35.1% | $86,677-24.6% | $134,475-51.4% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -12.07% | 29.04%-41.1pp | 35.91%-48.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,621 | $3,489-24.9% | $2,836-7.6% | $4,740-44.7% |
| Participant deferral / active EE | $4,289 | $5,338-19.6% | $4,656-7.9% | $6,400-33.0% |
| Admin fee / account holder | $36,405 | $10,926+233.2% | $7,493+385.8% | $11,426+218.6% |