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 | $29,531 | $133,958-78.0% | $112,228-73.7% | $134,475-78.0% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -18.41% | 47.11%-65.5pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,135 | $4,038-47.1% | $3,635-41.3% | $4,740-55.0% |
| Participant deferral / active EE | $8,381 | $5,291+58.4% | $4,728+77.3% | $6,400+31.0% |
| Admin fee / account holder | $1,988 | $7,489-73.4% | $6,410-69.0% | $11,426-82.6% |