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 | $35,990 | $67,331-46.5% | $60,874-40.9% | $134,475-73.2% |
| Participation rate | 82.4% | 76.2%+6.2pp | 73.1%+9.2pp | 81.2%+1.1pp |
| Annual return | -17.64% | 49.93%-67.6pp | 16.90%-34.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $8,743 | $3,096+182.3% | $2,701+223.6% | $4,740+84.5% |
| Participant deferral / active EE | $5,026 | $4,538+10.7% | $3,817+31.7% | $6,400-21.5% |
| Admin fee / account holder | $518 | $4,582-88.7% | $3,224-83.9% | $11,426-95.5% |