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 | $14,191 | $88,594-84.0% | $70,092-79.8% | $134,475-89.4% |
| Participation rate | 73.3% | 74.9%-1.6pp | 70.5%+2.9pp | 81.2%-7.9pp |
| Annual return | -18.45% | 442.67%-461.1pp | 190.73%-209.2pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,994 | $3,233-38.3% | $2,559-22.1% | $4,740-57.9% |
| Participant deferral / active EE | $2,414 | $4,772-49.4% | $3,849-37.3% | $6,400-62.3% |
| Admin fee / account holder | $1,523 | $10,441-85.4% | $6,267-75.7% | $11,426-86.7% |