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 | $34,834 | $93,024-62.6% | $77,024-54.8% | $134,475-74.1% |
| Participation rate | 76.2% | 74.5%+1.7pp | 67.9%+8.3pp | 81.2%-5.0pp |
| Annual return | -19.49% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,283 | $3,418-33.2% | $2,812-18.8% | $4,740-51.8% |
| Participant deferral / active EE | $3,736 | $5,238-28.7% | $4,426-15.6% | $6,400-41.6% |
| Admin fee / account holder | $1,380 | $6,944-80.1% | $5,425-74.6% | $11,426-87.9% |