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 | $50,469 | $93,024-45.7% | $77,024-34.5% | $134,475-62.5% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | -21.32% | 62.60%-83.9pp | 42.32%-63.6pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,116 | $3,418-8.8% | $2,812+10.8% | $4,740-34.3% |
| Participant deferral / active EE | $9,638 | $5,238+84.0% | $4,426+117.7% | $6,400+50.6% |
| Admin fee / account holder | $889 | $6,944-87.2% | $5,425-83.6% | $11,426-92.2% |