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 | $19,496 | $133,958-85.4% | $112,228-82.6% | $134,475-85.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.56% | 47.11%-59.7pp | 27.45%-40.0pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,632 | $4,038-34.8% | $3,635-27.6% | $4,740-44.5% |
| Participant deferral / active EE | $6,675 | $5,291+26.2% | $4,728+41.2% | $6,400+4.3% |
| Admin fee / account holder | $873 | $7,489-88.3% | $6,410-86.4% | $11,426-92.4% |