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 | $23,075 | $67,331-65.7% | $60,874-62.1% | $134,475-82.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -10.84% | 49.93%-60.8pp | 16.90%-27.7pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,282 | $3,096+38.3% | $2,701+58.5% | $4,740-9.7% |
| Participant deferral / active EE | $1,350 | $4,538-70.3% | $3,817-64.6% | $6,400-78.9% |
| Admin fee / account holder | $5,662 | $4,582+23.6% | $3,224+75.6% | $11,426-50.4% |