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 | $37,804 | $93,024-59.4% | $77,024-50.9% | $134,475-71.9% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -14.63% | 62.60%-77.2pp | 42.32%-56.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,989 | $3,418+46.0% | $2,812+77.4% | $4,740+5.3% |
| Participant deferral / active EE | $11,634 | $5,238+122.1% | $4,426+162.8% | $6,400+81.8% |
| Admin fee / account holder | $3,979 | $6,944-42.7% | $5,425-26.7% | $11,426-65.2% |