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 8-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 | $49,040 | $100,754-51.3% | $86,677-43.4% | $134,475-63.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.76% | 29.04%-43.8pp | 35.91%-50.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,123 | $3,489-10.5% | $2,836+10.1% | $4,740-34.1% |
| Participant deferral / active EE | $7,543 | $5,338+41.3% | $4,656+62.0% | $6,400+17.9% |
| Admin fee / account holder | $363 | $10,926-96.7% | $7,493-95.2% | $11,426-96.8% |