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 | $36,692 | $100,754-63.6% | $86,677-57.7% | $134,475-72.7% |
| Participation rate | 86.7% | 78.9%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -17.78% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,047 | $3,489-12.7% | $2,836+7.4% | $4,740-35.7% |
| Participant deferral / active EE | $9,467 | $5,338+77.4% | $4,656+103.3% | $6,400+47.9% |
| Admin fee / account holder | $403 | $10,926-96.3% | $7,493-94.6% | $11,426-96.5% |