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 | $22,877 | $82,286-72.2% | $68,791-66.7% | $134,475-83.0% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.0%+9.5pp | 81.2%-2.7pp |
| Annual return | -20.50% | -2.19%-18.3pp | -6.38%-14.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,411 | $3,301+3.3% | $2,655+28.5% | $4,740-28.0% |
| Participant deferral / active EE | $4,884 | $4,739+3.1% | $3,941+23.9% | $6,400-23.7% |
| Admin fee / account holder | $1,073 | $6,481-83.4% | $4,932-78.2% | $11,426-90.6% |