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 8-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 | $28,754 | $93,024-69.1% | $77,024-62.7% | $134,475-78.6% |
| Participation rate | 73.9% | 74.5%-0.6pp | 67.9%+6.0pp | 81.2%-7.3pp |
| Annual return | -16.37% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,529 | $3,418-55.3% | $2,812-45.6% | $4,740-67.7% |
| Participant deferral / active EE | $4,560 | $5,238-12.9% | $4,426+3.0% | $6,400-28.7% |
| Admin fee / account holder | $10,398 | $6,944+49.7% | $5,425+91.7% | $11,426-9.0% |