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 9-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 | $39,842 | $100,754-60.5% | $86,677-54.0% | $134,475-70.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.93% | 29.04%-45.0pp | 35.91%-51.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,521 | $3,489-27.8% | $2,836-11.1% | $4,740-46.8% |
| Participant deferral / active EE | $5,370 | $5,338+0.6% | $4,656+15.4% | $6,400-16.1% |
| Admin fee / account holder | $830 | $10,926-92.4% | $7,493-88.9% | $11,426-92.7% |