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 8-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 | $36,019 | $93,024-61.3% | $77,024-53.2% | $134,475-73.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.19% | 62.60%-83.8pp | 42.32%-63.5pp | 417.96%-439.2pp |
| Employer contribution / active EE | $4,250 | $3,418+24.3% | $2,812+51.1% | $4,740-10.3% |
| Participant deferral / active EE | $6,545 | $5,238+25.0% | $4,426+47.9% | $6,400+2.3% |
| Admin fee / account holder | $2,919 | $6,944-58.0% | $5,425-46.2% | $11,426-74.5% |