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 | $37,200 | $93,024-60.0% | $77,024-51.7% | $134,475-72.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.52% | 62.60%-83.1pp | 42.32%-62.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,444 | $3,418+0.8% | $2,812+22.5% | $4,740-27.3% |
| Participant deferral / active EE | $10,962 | $5,238+109.3% | $4,426+147.7% | $6,400+71.3% |
| Admin fee / account holder | $479 | $6,944-93.1% | $5,425-91.2% | $11,426-95.8% |