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 | $61,191 | $106,543-42.6% | $91,220-32.9% | $134,475-54.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -18.26% | 160.60%-178.9pp | 114.01%-132.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,860 | $3,331+15.9% | $2,850+35.4% | $4,740-18.6% |
| Participant deferral / active EE | $6,746 | $4,719+43.0% | $4,234+59.3% | $6,400+5.4% |
| Admin fee / account holder | $914 | $6,231-85.3% | $5,420-83.1% | $11,426-92.0% |