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 10-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 | $18,403 | $106,543-82.7% | $91,220-79.8% | $134,475-86.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -18.55% | 160.60%-179.1pp | 114.01%-132.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,146 | $3,331-65.6% | $2,850-59.8% | $4,740-75.8% |
| Participant deferral / active EE | $1,441 | $4,719-69.5% | $4,234-66.0% | $6,400-77.5% |
| Admin fee / account holder | $6,403 | $6,231+2.8% | $5,420+18.2% | $11,426-44.0% |