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 | $54,476 | $93,024-41.4% | $77,024-29.3% | $134,475-59.5% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -17.62% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,143 | $3,418-66.6% | $2,812-59.4% | $4,740-75.9% |
| Participant deferral / active EE | $6,021 | $5,238+14.9% | $4,426+36.0% | $6,400-5.9% |
| Admin fee / account holder | $478 | $6,944-93.1% | $5,425-91.2% | $11,426-95.8% |