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 | $19,782 | $133,958-85.2% | $112,228-82.4% | $134,475-85.3% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -17.61% | 47.11%-64.7pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,126 | $4,038+2.2% | $3,635+13.5% | $4,740-13.0% |
| Participant deferral / active EE | $3,424 | $5,291-35.3% | $4,728-27.6% | $6,400-46.5% |
| Admin fee / account holder | $1,787 | $7,489-76.1% | $6,410-72.1% | $11,426-84.4% |