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 6-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 | $49,383 | $93,024-46.9% | $77,024-35.9% | $134,475-63.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.44% | 62.60%-80.0pp | 42.32%-59.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $12,509 | $3,418+266.0% | $2,812+344.8% | $4,740+163.9% |
| Participant deferral / active EE | $4,335 | $5,238-17.2% | $4,426-2.1% | $6,400-32.3% |
| Admin fee / account holder | $1,370 | $6,944-80.3% | $5,425-74.8% | $11,426-88.0% |