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 | $25,961 | $167,484-84.5% | $151,611-82.9% | $134,475-80.7% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -17.42% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,853 | $6,829-28.9% | $6,166-21.3% | $4,740+2.4% |
| Participant deferral / active EE | $3,796 | $8,986-57.8% | $8,363-54.6% | $6,400-40.7% |
| Admin fee / account holder | $2,132 | $13,783-84.5% | $11,616-81.6% | $11,426-81.3% |