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 | $40,055 | $133,958-70.1% | $112,228-64.3% | $134,475-70.2% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -18.20% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,579 | $4,038-60.9% | $3,635-56.5% | $4,740-66.7% |
| Participant deferral / active EE | $4,062 | $5,291-23.2% | $4,728-14.1% | $6,400-36.5% |
| Admin fee / account holder | $1,287 | $7,489-82.8% | $6,410-79.9% | $11,426-88.7% |