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 | $21,554 | $152,509-85.9% | $117,472-81.7% | $134,475-84.0% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -15.62% | 52.99%-68.6pp | 29.74%-45.4pp | 417.96%-433.6pp |
| Employer contribution / active EE | $724 | $5,571-87.0% | $4,176-82.7% | $4,740-84.7% |
| Participant deferral / active EE | $4,417 | $4,818-8.3% | $4,070+8.5% | $6,400-31.0% |
| Admin fee / account holder | $5,244 | $7,004-25.1% | $5,645-7.1% | $11,426-54.1% |