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 | $27,322 | $93,024-70.6% | $77,024-64.5% | $134,475-79.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.84% | 62.60%-79.4pp | 42.32%-59.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,537 | $3,418-55.0% | $2,812-45.3% | $4,740-67.6% |
| Participant deferral / active EE | $1,847 | $5,238-64.7% | $4,426-58.3% | $6,400-71.1% |
| Admin fee / account holder | $2,318 | $6,944-66.6% | $5,425-57.3% | $11,426-79.7% |