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 9-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 | $22,070 | $100,754-78.1% | $86,677-74.5% | $134,475-83.6% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -15.94% | 29.04%-45.0pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,505 | $3,489-56.9% | $2,836-46.9% | $4,740-68.2% |
| Participant deferral / active EE | $4,937 | $5,338-7.5% | $4,656+6.0% | $6,400-22.9% |
| Admin fee / account holder | $11,082 | $10,926+1.4% | $7,493+47.9% | $11,426-3.0% |