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 | $29,437 | $133,958-78.0% | $112,228-73.8% | $134,475-78.1% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -19.23% | 47.11%-66.3pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,379 | $4,038-41.1% | $3,635-34.5% | $4,740-49.8% |
| Participant deferral / active EE | $6,352 | $5,291+20.1% | $4,728+34.4% | $6,400-0.7% |
| Admin fee / account holder | $581 | $7,489-92.2% | $6,410-90.9% | $11,426-94.9% |