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 | $79,704 | $64,707+23.2% | $112,228-29.0% | $68,494+16.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -7.48% | -11.40%+3.9pp | 27.45%-34.9pp | -7.84%+0.4pp |
| Employer contribution / active EE | $2,012 | $2,746-26.7% | $3,635-44.6% | $2,596-22.5% |
| Participant deferral / active EE | $4,919 | $3,565+38.0% | $4,728+4.0% | $4,027+22.1% |
| Admin fee / account holder | $2,233 | $5,232-57.3% | $6,410-65.2% | $5,403-58.7% |