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 | $27,661 | $133,958-79.4% | $112,228-75.4% | $134,475-79.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -15.48% | 47.11%-62.6pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,529 | $4,038-62.1% | $3,635-57.9% | $4,740-67.7% |
| Participant deferral / active EE | $4,237 | $5,291-19.9% | $4,728-10.4% | $6,400-33.8% |
| Admin fee / account holder | $394 | $7,489-94.7% | $6,410-93.8% | $11,426-96.5% |