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 | $18,950 | $133,958-85.9% | $112,228-83.1% | $134,475-85.9% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -20.08% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,162 | $4,038-46.5% | $3,635-40.5% | $4,740-54.4% |
| Participant deferral / active EE | $2,660 | $5,291-49.7% | $4,728-43.7% | $6,400-58.4% |
| Admin fee / account holder | $472 | $7,489-93.7% | $6,410-92.6% | $11,426-95.9% |