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 | $111,821 | $133,958-16.5% | $112,228-0.4% | $134,475-16.8% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -14.30% | 47.11%-61.4pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,948 | $4,038-51.8% | $3,635-46.4% | $4,740-58.9% |
| Participant deferral / active EE | $6,583 | $5,291+24.4% | $4,728+39.2% | $6,400+2.9% |
| Admin fee / account holder | $1,339 | $7,489-82.1% | $6,410-79.1% | $11,426-88.3% |