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 | $19,010 | $117,690-83.8% | $71,735-73.5% | $134,475-85.9% |
| Participation rate | 80.0% | 68.8%+11.2pp | 62.3%+17.7pp | 81.2%-1.2pp |
| Annual return | -21.10% | 25.44%-46.5pp | 9.14%-30.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,558 | $2,525-38.3% | $1,704-8.5% | $4,740-67.1% |
| Participant deferral / active EE | $1,939 | $3,759-48.4% | $2,658-27.0% | $6,400-69.7% |
| Admin fee / account holder | $1,617 | $6,379-74.7% | $3,974-59.3% | $11,426-85.9% |