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 | $21,048 | $133,958-84.3% | $112,228-81.2% | $134,475-84.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.68% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,968 | $4,038-26.5% | $3,635-18.4% | $4,740-37.4% |
| Participant deferral / active EE | $4,847 | $5,291-8.4% | $4,728+2.5% | $6,400-24.3% |
| Admin fee / account holder | $1,836 | $7,489-75.5% | $6,410-71.4% | $11,426-83.9% |