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 | $14,198 | $67,331-78.9% | $60,874-76.7% | $134,475-89.4% |
| Participation rate | 78.9% | 76.2%+2.8pp | 73.1%+5.8pp | 81.2%-2.3pp |
| Annual return | -18.24% | 49.93%-68.2pp | 16.90%-35.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $919 | $3,096-70.3% | $2,701-66.0% | $4,740-80.6% |
| Participant deferral / active EE | $3,392 | $4,538-25.3% | $3,817-11.1% | $6,400-47.0% |
| Admin fee / account holder | $723 | $4,582-84.2% | $3,224-77.6% | $11,426-93.7% |