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 | $25,276 | $129,942-80.5% | $104,294-75.8% | $134,475-81.2% |
| Participation rate | 93.3% | 79.5%+13.8pp | 73.3%+20.1pp | 81.2%+12.1pp |
| Annual return | -20.29% | 42.03%-62.3pp | 24.61%-44.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,369 | $4,184-67.3% | $3,372-59.4% | $4,740-71.1% |
| Participant deferral / active EE | $6,692 | $5,588+19.8% | $4,625+44.7% | $6,400+4.6% |
| Admin fee / account holder | $515 | $9,323-94.5% | $7,339-93.0% | $11,426-95.5% |