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 8-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 | $34,422 | $133,958-74.3% | $112,228-69.3% | $134,475-74.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -14.89% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,895 | $4,038-53.1% | $3,635-47.9% | $4,740-60.0% |
| Participant deferral / active EE | $5,470 | $5,291+3.4% | $4,728+15.7% | $6,400-14.5% |
| Admin fee / account holder | $7,325 | $7,489-2.2% | $6,410+14.3% | $11,426-35.9% |