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 | $61,390 | $93,024-34.0% | $77,024-20.3% | $134,475-54.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.67% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,818 | $3,418+11.7% | $2,812+35.8% | $4,740-19.5% |
| Participant deferral / active EE | $8,196 | $5,238+56.5% | $4,426+85.2% | $6,400+28.1% |
| Admin fee / account holder | $602 | $6,944-91.3% | $5,425-88.9% | $11,426-94.7% |