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 | $14,061 | $133,958-89.5% | $112,228-87.5% | $134,475-89.5% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -5.43% | 47.11%-52.5pp | 27.45%-32.9pp | 417.96%-423.4pp |
| Employer contribution / active EE | $2,243 | $4,038-44.5% | $3,635-38.3% | $4,740-52.7% |
| Participant deferral / active EE | $4,752 | $5,291-10.2% | $4,728+0.5% | $6,400-25.7% |
| Admin fee / account holder | $875 | $7,489-88.3% | $6,410-86.3% | $11,426-92.3% |