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 | $21,142 | $133,958-84.2% | $112,228-81.2% | $134,475-84.3% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -20.25% | 47.11%-67.4pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,871 | $4,038-53.7% | $3,635-48.5% | $4,740-60.5% |
| Participant deferral / active EE | $4,154 | $5,291-21.5% | $4,728-12.1% | $6,400-35.1% |
| Admin fee / account holder | $3,192 | $7,489-57.4% | $6,410-50.2% | $11,426-72.1% |