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 7-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 | $19,277 | $93,024-79.3% | $77,024-75.0% | $134,475-85.7% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -19.52% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,345 | $3,418-60.7% | $2,812-52.2% | $4,740-71.6% |
| Participant deferral / active EE | $3,049 | $5,238-41.8% | $4,426-31.1% | $6,400-52.4% |
| Admin fee / account holder | $2,177 | $6,944-68.6% | $5,425-59.9% | $11,426-80.9% |