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 9-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 | $18,918 | $106,543-82.2% | $91,220-79.3% | $134,475-85.9% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.2%+4.6pp | 81.2%-3.4pp |
| Annual return | -18.66% | 160.60%-179.3pp | 114.01%-132.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $974 | $3,331-70.8% | $2,850-65.8% | $4,740-79.4% |
| Participant deferral / active EE | $2,164 | $4,719-54.1% | $4,234-48.9% | $6,400-66.2% |
| Admin fee / account holder | $1,187 | $6,231-81.0% | $5,420-78.1% | $11,426-89.6% |