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 | $27,408 | $133,958-79.5% | $112,228-75.6% | $134,475-79.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -16.99% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,287 | $4,038-18.6% | $3,635-9.6% | $4,740-30.6% |
| Participant deferral / active EE | $3,925 | $5,291-25.8% | $4,728-17.0% | $6,400-38.7% |
| Admin fee / account holder | $2,089 | $7,489-72.1% | $6,410-67.4% | $11,426-81.7% |