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 9-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 | $21,310 | $100,754-78.8% | $86,677-75.4% | $134,475-84.2% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -19.51% | 29.04%-48.5pp | 35.91%-55.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,082 | $3,489-40.3% | $2,836-26.6% | $4,740-56.1% |
| Participant deferral / active EE | $4,871 | $5,338-8.7% | $4,656+4.6% | $6,400-23.9% |
| Admin fee / account holder | $1,916 | $10,926-82.5% | $7,493-74.4% | $11,426-83.2% |