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 6-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 | $47,569 | $133,958-64.5% | $112,228-57.6% | $134,475-64.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.11% | 47.11%-62.2pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,429 | $4,038-64.6% | $3,635-60.7% | $4,740-69.9% |
| Participant deferral / active EE | $13,569 | $5,291+156.5% | $4,728+187.0% | $6,400+112.0% |
| Admin fee / account holder | $2,355 | $7,489-68.6% | $6,410-63.3% | $11,426-79.4% |