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 | $43,292 | $105,860-59.1% | $90,749-52.3% | $134,475-67.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.34% | -11.01%-9.3pp | -12.16%-8.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $829 | $3,462-76.1% | $2,921-71.6% | $4,740-82.5% |
| Participant deferral / active EE | $6,805 | $5,216+30.5% | $4,564+49.1% | $6,400+6.3% |
| Admin fee / account holder | $3,222 | $13,938-76.9% | $8,445-61.8% | $11,426-71.8% |