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 | $14,153 | $133,958-89.4% | $112,228-87.4% | $134,475-89.5% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -19.62% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,492 | $4,038-63.1% | $3,635-59.0% | $4,740-68.5% |
| Participant deferral / active EE | $2,104 | $5,291-60.2% | $4,728-55.5% | $6,400-67.1% |
| Admin fee / account holder | $1,655 | $7,489-77.9% | $6,410-74.2% | $11,426-85.5% |