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 | $36,277 | $100,754-64.0% | $86,677-58.1% | $134,475-73.0% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -19.57% | 29.04%-48.6pp | 35.91%-55.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,644 | $3,489-24.2% | $2,836-6.8% | $4,740-44.2% |
| Participant deferral / active EE | $5,076 | $5,338-4.9% | $4,656+9.0% | $6,400-20.7% |
| Admin fee / account holder | $384 | $10,926-96.5% | $7,493-94.9% | $11,426-96.6% |