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 | $56,198 | $100,754-44.2% | $86,677-35.2% | $134,475-58.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.10% | 29.04%-44.1pp | 35.91%-51.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,010 | $3,489-71.0% | $2,836-64.4% | $4,740-78.7% |
| Participant deferral / active EE | $8,967 | $5,338+68.0% | $4,656+92.6% | $6,400+40.1% |
| Admin fee / account holder | $57,966 | $10,926+430.5% | $7,493+673.6% | $11,426+407.3% |