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 | $15,945 | $106,543-85.0% | $91,220-82.5% | $134,475-88.1% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -16.59% | 160.60%-177.2pp | 114.01%-130.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,844 | $3,331-44.6% | $2,850-35.3% | $4,740-61.1% |
| Participant deferral / active EE | $4,235 | $4,719-10.3% | $4,2340% | $6,400-33.8% |
| Admin fee / account holder | $3,135 | $6,231-49.7% | $5,420-42.2% | $11,426-72.6% |