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 10-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 | $26,079 | $93,024-72.0% | $77,024-66.1% | $134,475-80.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.30% | 62.60%-80.9pp | 42.32%-60.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,872 | $3,418-16.0% | $2,812+2.1% | $4,740-39.4% |
| Participant deferral / active EE | $11,183 | $5,238+113.5% | $4,426+152.6% | $6,400+74.7% |
| Admin fee / account holder | $751 | $6,944-89.2% | $5,425-86.2% | $11,426-93.4% |