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 | $41,322 | $100,754-59.0% | $86,677-52.3% | $134,475-69.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.56% | 29.04%-45.6pp | 35.91%-52.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,892 | $3,489-17.1% | $2,836+2.0% | $4,740-39.0% |
| Participant deferral / active EE | $13,261 | $5,338+148.4% | $4,656+184.8% | $6,400+107.2% |
| Admin fee / account holder | $659 | $10,926-94.0% | $7,493-91.2% | $11,426-94.2% |