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 | $29,615 | $190,805-84.5% | $159,960-81.5% | $134,475-78.0% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -20.16% | 552.23%-572.4pp | 408.60%-428.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,601 | $4,995-47.9% | $4,226-38.4% | $4,740-45.1% |
| Participant deferral / active EE | $8,626 | $6,923+24.6% | $6,182+39.5% | $6,400+34.8% |
| Admin fee / account holder | $311 | $10,471-97.0% | $8,698-96.4% | $11,426-97.3% |