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 | $41,546 | $93,024-55.3% | $77,024-46.1% | $134,475-69.1% |
| Participation rate | 93.8% | 74.5%+19.3pp | 67.9%+25.8pp | 81.2%+12.5pp |
| Annual return | -21.37% | 62.60%-84.0pp | 42.32%-63.7pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,270 | $3,418-33.6% | $2,812-19.3% | $4,740-52.1% |
| Participant deferral / active EE | $2,709 | $5,238-48.3% | $4,426-38.8% | $6,400-57.7% |
| Admin fee / account holder | $5,092 | $6,944-26.7% | $5,425-6.1% | $11,426-55.4% |