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 | $59,920 | $100,754-40.5% | $86,677-30.9% | $134,475-55.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.08% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,911 | $3,489-45.2% | $2,836-32.6% | $4,740-59.7% |
| Participant deferral / active EE | $13,178 | $5,338+146.9% | $4,656+183.1% | $6,400+105.9% |
| Admin fee / account holder | $833 | $10,926-92.4% | $7,493-88.9% | $11,426-92.7% |