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 | $31,639 | $84,402-62.5% | $61,373-48.4% | $134,475-76.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -20.68% | 584.55%-605.2pp | 338.61%-359.3pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,844 | $1,544+19.4% | $1,159+59.0% | $4,740-61.1% |
| Participant deferral / active EE | $2,575 | $2,819-8.7% | $2,125+21.2% | $6,400-59.8% |
| Admin fee / account holder | $595 | $2,585-77.0% | $2,130-72.1% | $11,426-94.8% |