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 | $49,036 | $133,958-63.4% | $112,228-56.3% | $134,475-63.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.23% | 47.11%-64.3pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,833 | $4,038-29.8% | $3,635-22.1% | $4,740-40.2% |
| Participant deferral / active EE | $8,152 | $5,291+54.1% | $4,728+72.4% | $6,400+27.4% |
| Admin fee / account holder | $646 | $7,489-91.4% | $6,410-89.9% | $11,426-94.3% |