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 | $38,156 | $45,863-16.8% | $77,024-50.5% | $68,494-44.3% |
| Participation rate | 75.7% | 55.9%+19.8pp | 67.9%+7.8pp | 67.9%+7.8pp |
| Annual return | -17.89% | 1.72%-19.6pp | 42.32%-60.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,449 | $1,650-12.2% | $2,812-48.5% | $2,596-44.2% |
| Participant deferral / active EE | $3,105 | $2,962+4.8% | $4,426-29.9% | $4,027-22.9% |
| Admin fee / account holder | $938 | $3,041-69.1% | $5,425-82.7% | $5,403-82.6% |