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 4-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 | $81,414 | $133,958-39.2% | $112,228-27.5% | $134,475-39.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -16.27% | 47.11%-63.4pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,925 | $4,038-27.6% | $3,635-19.5% | $4,740-38.3% |
| Participant deferral / active EE | $11,707 | $5,291+121.3% | $4,728+147.6% | $6,400+82.9% |
| Admin fee / account holder | $900 | $7,489-88.0% | $6,410-86.0% | $11,426-92.1% |