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 9-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 | $39,441 | $152,509-74.1% | $117,472-66.4% | $134,475-70.7% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -14.97% | 52.99%-68.0pp | 29.74%-44.7pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,710 | $5,571-69.3% | $4,176-59.1% | $4,740-63.9% |
| Participant deferral / active EE | $4,250 | $4,818-11.8% | $4,070+4.4% | $6,400-33.6% |
| Admin fee / account holder | $2,974 | $7,004-57.5% | $5,645-47.3% | $11,426-74.0% |