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 6-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 | $31,516 | $92,703-66.0% | $82,719-61.9% | $134,475-76.6% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -18.52% | 944.92%-963.4pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,400 | $3,274+3.9% | $3,009+13.0% | $4,740-28.3% |
| Participant deferral / active EE | $6,352 | $4,802+32.3% | $4,395+44.5% | $6,400-0.7% |
| Admin fee / account holder | $1,873 | $5,983-68.7% | $5,329-64.9% | $11,426-83.6% |