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 | $21,099 | $84,402-75.0% | $61,373-65.6% | $134,475-84.3% |
| Participation rate | 95.2% | 62.2%+33.0pp | 52.6%+42.7pp | 81.2%+14.0pp |
| Annual return | -14.09% | 584.55%-598.6pp | 338.61%-352.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $838 | $1,544-45.7% | $1,159-27.7% | $4,740-82.3% |
| Participant deferral / active EE | $3,516 | $2,819+24.7% | $2,125+65.5% | $6,400-45.1% |
| Admin fee / account holder | $1,432 | $2,585-44.6% | $2,130-32.7% | $11,426-87.5% |