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 | $14,166 | $133,958-89.4% | $112,228-87.4% | $134,475-89.5% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.1%+4.1pp | 81.2%-2.1pp |
| Annual return | -12.99% | 47.11%-60.1pp | 27.45%-40.4pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,321 | $4,038-67.3% | $3,635-63.7% | $4,740-72.1% |
| Participant deferral / active EE | $4,484 | $5,291-15.2% | $4,728-5.2% | $6,400-29.9% |
| Admin fee / account holder | $7,364 | $7,489-1.7% | $6,410+14.9% | $11,426-35.6% |