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 | $12,098 | $93,024-87.0% | $77,024-84.3% | $134,475-91.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.71% | 62.60%-81.3pp | 42.32%-61.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,053 | $3,418-39.9% | $2,812-27.0% | $4,740-56.7% |
| Participant deferral / active EE | $4,105 | $5,238-21.6% | $4,426-7.3% | $6,400-35.9% |
| Admin fee / account holder | $2,424 | $6,944-65.1% | $5,425-55.3% | $11,426-78.8% |