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 | $23,225 | $133,958-82.7% | $112,228-79.3% | $134,475-82.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -10.43% | 47.11%-57.5pp | 27.45%-37.9pp | 417.96%-428.4pp |
| Employer contribution / active EE | $939 | $4,038-76.7% | $3,635-74.2% | $4,740-80.2% |
| Participant deferral / active EE | $6,911 | $5,291+30.6% | $4,728+46.2% | $6,400+8.0% |
| Admin fee / account holder | $1,431 | $7,489-80.9% | $6,410-77.7% | $11,426-87.5% |