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 6-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 | $35,052 | $93,024-62.3% | $77,024-54.5% | $134,475-73.9% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -19.13% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,648 | $3,418-22.5% | $2,812-5.8% | $4,740-44.1% |
| Participant deferral / active EE | $7,411 | $5,238+41.5% | $4,426+67.4% | $6,400+15.8% |
| Admin fee / account holder | $578 | $6,944-91.7% | $5,425-89.3% | $11,426-94.9% |