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 | $19,849 | $129,942-84.7% | $104,294-81.0% | $134,475-85.2% |
| Participation rate | 93.8% | 79.5%+14.2pp | 73.3%+20.5pp | 81.2%+12.5pp |
| Annual return | -17.19% | 42.03%-59.2pp | 24.61%-41.8pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,541 | $4,184-39.3% | $3,372-24.6% | $4,740-46.4% |
| Participant deferral / active EE | $4,882 | $5,588-12.6% | $4,625+5.6% | $6,400-23.7% |
| Admin fee / account holder | $3,426 | $9,323-63.3% | $7,339-53.3% | $11,426-70.0% |