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 | $11,896 | $67,331-82.3% | $60,874-80.5% | $134,475-91.2% |
| Participation rate | 77.3% | 76.2%+1.1pp | 73.1%+4.2pp | 81.2%-3.9pp |
| Annual return | -13.61% | 49.93%-63.5pp | 16.90%-30.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,896 | $4,538-14.2% | $3,817+2.1% | $6,400-39.1% |
| Admin fee / account holder | $464 | $4,582-89.9% | $3,224-85.6% | $11,426-95.9% |