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 | $23,918 | $152,509-84.3% | $117,472-79.6% | $134,475-82.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.72% | 52.99%-71.7pp | 29.74%-48.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $492 | $5,571-91.2% | $4,176-88.2% | $4,740-89.6% |
| Participant deferral / active EE | $12,532 | $4,818+160.1% | $4,070+207.9% | $6,400+95.8% |
| Admin fee / account holder | $2,296 | $7,004-67.2% | $5,645-59.3% | $11,426-79.9% |