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 10-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 | $38,122 | $100,754-62.2% | $86,677-56.0% | $134,475-71.7% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -19.39% | 29.04%-48.4pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,602 | $3,489-25.4% | $2,836-8.3% | $4,740-45.1% |
| Participant deferral / active EE | $6,447 | $5,338+20.8% | $4,656+38.5% | $6,400+0.7% |
| Admin fee / account holder | $449 | $10,926-95.9% | $7,493-94.0% | $11,426-96.1% |