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 9-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 | $35,437 | $83,908-57.8% | $68,509-48.3% | $125,391-71.7% |
| Participation rate | 83.3% | 78.2%+5.2pp | 74.7%+8.6pp | 83.2%+0.1pp |
| Annual return | -2.90% | 14.48%-17.4pp | 8.27%-11.2pp | 282.22%-285.1pp |
| Employer contribution / active EE | $4,543 | $3,031+49.9% | $2,278+99.5% | $4,866-6.6% |
| Participant deferral / active EE | $9,834 | $4,125+138.4% | $3,382+190.8% | $5,352+83.8% |
| Admin fee / account holder | $39,922 | $8,982+344.5% | $5,275+656.9% | $9,540+318.4% |