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 5-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 | $36,980 | $69,010-46.4% | $159,960-76.9% | $68,494-46.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -6.78% | -9.65%+2.9pp | 408.60%-415.4pp | -7.84%+1.1pp |
| Employer contribution / active EE | $7,576 | $2,213+242.3% | $4,226+79.3% | $2,596+191.8% |
| Participant deferral / active EE | $11,777 | $4,212+179.6% | $6,182+90.5% | $4,027+192.4% |
| Admin fee / account holder | $807 | $4,798-83.2% | $8,698-90.7% | $5,403-85.1% |