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 | $19,805 | $133,958-85.2% | $112,228-82.4% | $134,475-85.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -19.22% | 47.11%-66.3pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,167 | $4,038-21.6% | $3,635-12.9% | $4,740-33.2% |
| Participant deferral / active EE | $6,583 | $5,291+24.4% | $4,728+39.2% | $6,400+2.9% |
| Admin fee / account holder | $4,318 | $7,489-42.3% | $6,410-32.6% | $11,426-62.2% |