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 7-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 | $37,124 | $93,024-60.1% | $77,024-51.8% | $134,475-72.4% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -18.58% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,382 | $3,418+28.2% | $2,812+55.8% | $4,740-7.6% |
| Participant deferral / active EE | $10,370 | $5,238+98.0% | $4,426+134.3% | $6,400+62.0% |
| Admin fee / account holder | $11,949 | $6,944+72.1% | $5,425+120.2% | $11,426+4.6% |