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 | $15,970 | $133,958-88.1% | $112,228-85.8% | $134,475-88.1% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -20.33% | 47.11%-67.4pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,896 | $4,038-53.0% | $3,635-47.8% | $4,740-60.0% |
| Participant deferral / active EE | $4,284 | $5,291-19.0% | $4,728-9.4% | $6,400-33.1% |
| Admin fee / account holder | $2,414 | $7,489-67.8% | $6,410-62.3% | $11,426-78.9% |