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 8-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 | $19,512 | $152,509-87.2% | $117,472-83.4% | $134,475-85.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.62% | 52.99%-68.6pp | 29.74%-45.4pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,508 | $5,571-72.9% | $4,176-63.9% | $4,740-68.2% |
| Participant deferral / active EE | $4,442 | $4,818-7.8% | $4,070+9.1% | $6,400-30.6% |
| Admin fee / account holder | $3,089 | $7,004-55.9% | $5,645-45.3% | $11,426-73.0% |