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 4-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 | $61,960 | $133,958-53.7% | $112,228-44.8% | $134,475-53.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -17.98% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,801 | $4,038-55.4% | $3,635-50.4% | $4,740-62.0% |
| Participant deferral / active EE | $5,904 | $5,291+11.6% | $4,728+24.9% | $6,400-7.7% |
| Admin fee / account holder | $362 | $7,489-95.2% | $6,410-94.4% | $11,426-96.8% |