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 6-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 | $14,276 | $133,958-89.3% | $112,228-87.3% | $134,475-89.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.21% | 47.11%-66.3pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $947 | $4,038-76.5% | $3,635-73.9% | $4,740-80.0% |
| Participant deferral / active EE | $2,817 | $5,291-46.8% | $4,728-40.4% | $6,400-56.0% |
| Admin fee / account holder | $1,933 | $7,489-74.2% | $6,410-69.8% | $11,426-83.1% |