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 10-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 | $14,564 | $133,958-89.1% | $112,228-87.0% | $134,475-89.2% |
| Participation rate | 78.3% | 78.6%-0.3pp | 75.1%+3.2pp | 81.2%-3.0pp |
| Annual return | -13.11% | 47.11%-60.2pp | 27.45%-40.6pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,336 | $4,038-66.9% | $3,635-63.2% | $4,740-71.8% |
| Participant deferral / active EE | $1,575 | $5,291-70.2% | $4,728-66.7% | $6,400-75.4% |
| Admin fee / account holder | $1,051 | $7,489-86.0% | $6,410-83.6% | $11,426-90.8% |