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 | $12,678 | $93,024-86.4% | $77,024-83.5% | $134,475-90.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.58% | 62.60%-77.2pp | 42.32%-56.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,422 | $3,418+0.1% | $2,812+21.7% | $4,740-27.8% |
| Participant deferral / active EE | $6,125 | $5,238+16.9% | $4,426+38.4% | $6,400-4.3% |
| Admin fee / account holder | $1,641 | $6,944-76.4% | $5,425-69.7% | $11,426-85.6% |