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 | $20,161 | $67,331-70.1% | $60,874-66.9% | $134,475-85.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -19.93% | 49.93%-69.9pp | 16.90%-36.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,687 | $3,096-45.5% | $2,701-37.6% | $4,740-64.4% |
| Participant deferral / active EE | $5,054 | $4,538+11.4% | $3,817+32.4% | $6,400-21.0% |
| Admin fee / account holder | $1,023 | $4,582-77.7% | $3,224-68.3% | $11,426-91.1% |