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 | $29,439 | $133,958-78.0% | $112,228-73.8% | $134,475-78.1% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -19.78% | 47.11%-66.9pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,871 | $4,038-28.9% | $3,635-21.0% | $4,740-39.4% |
| Participant deferral / active EE | $6,730 | $5,291+27.2% | $4,728+42.4% | $6,400+5.2% |
| Admin fee / account holder | $388 | $7,489-94.8% | $6,410-93.9% | $11,426-96.6% |