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 | $29,533 | $93,024-68.3% | $77,024-61.7% | $134,475-78.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.25% | 62.60%-74.8pp | 42.32%-54.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,623 | $3,418+6.0% | $2,812+28.8% | $4,740-23.6% |
| Participant deferral / active EE | $5,575 | $5,238+6.4% | $4,426+25.9% | $6,400-12.9% |
| Admin fee / account holder | $394 | $6,944-94.3% | $5,425-92.7% | $11,426-96.6% |