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 | $121,219 | $167,484-27.6% | $151,611-20.0% | $134,475-9.9% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.5%-16.9pp | 81.2%-10.6pp |
| Annual return | -17.62% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,729 | $6,829-74.7% | $6,166-72.0% | $4,740-63.5% |
| Participant deferral / active EE | $4,128 | $8,986-54.1% | $8,363-50.6% | $6,400-35.5% |
| Admin fee / account holder | $742 | $13,783-94.6% | $11,616-93.6% | $11,426-93.5% |