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 | $41,457 | $142,344-70.9% | $119,609-65.3% | $134,475-69.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -19.33% | -12.44%-6.9pp | -14.97%-4.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,679 | $5,222-67.9% | $4,232-60.3% | $4,740-64.6% |
| Participant deferral / active EE | $9,400 | $6,469+45.3% | $5,602+67.8% | $6,400+46.9% |
| Admin fee / account holder | $633 | $13,584-95.3% | $10,323-93.9% | $11,426-94.5% |