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 | $81,600 | $152,509-46.5% | $117,472-30.5% | $134,475-39.3% |
| Participation rate | 88.2% | 77.1%+11.2pp | 70.6%+17.6pp | 81.2%+7.0pp |
| Annual return | -10.78% | 52.99%-63.8pp | 29.74%-40.5pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,966 | $5,571-64.7% | $4,176-52.9% | $4,740-58.5% |
| Participant deferral / active EE | $4,391 | $4,818-8.9% | $4,070+7.9% | $6,400-31.4% |
| Admin fee / account holder | $838 | $7,004-88.0% | $5,645-85.2% | $11,426-92.7% |