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 7-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 | $50,764 | $100,754-49.6% | $86,677-41.4% | $134,475-62.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.23% | 29.04%-44.3pp | 35.91%-51.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,900 | $3,489+11.8% | $2,836+37.5% | $4,740-17.7% |
| Participant deferral / active EE | $10,891 | $5,338+104.0% | $4,656+133.9% | $6,400+70.2% |
| Admin fee / account holder | $466 | $10,926-95.7% | $7,493-93.8% | $11,426-95.9% |