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 8-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 | $27,614 | $133,958-79.4% | $112,228-75.4% | $134,475-79.5% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -19.05% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,355 | $4,038-41.7% | $3,635-35.2% | $4,740-50.3% |
| Participant deferral / active EE | $5,375 | $5,291+1.6% | $4,728+13.7% | $6,400-16.0% |
| Admin fee / account holder | $456 | $7,489-93.9% | $6,410-92.9% | $11,426-96.0% |