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 | $30,644 | $133,958-77.1% | $112,228-72.7% | $134,475-77.2% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.1%+11.3pp | 81.2%+5.1pp |
| Annual return | -15.19% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,027 | $4,038-25.0% | $3,635-16.7% | $4,740-36.1% |
| Participant deferral / active EE | $8,604 | $5,291+62.6% | $4,728+82.0% | $6,400+34.4% |
| Admin fee / account holder | $1,306 | $7,489-82.6% | $6,410-79.6% | $11,426-88.6% |