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 9-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 | $33,621 | $93,024-63.9% | $77,024-56.3% | $134,475-75.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.72% | 62.60%-79.3pp | 42.32%-59.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,550 | $3,418+3.9% | $2,812+26.2% | $4,740-25.1% |
| Participant deferral / active EE | $4,292 | $5,238-18.1% | $4,426-3.0% | $6,400-32.9% |
| Admin fee / account holder | $1,328 | $6,944-80.9% | $5,425-75.5% | $11,426-88.4% |