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 | $39,289 | $133,958-70.7% | $112,228-65.0% | $134,475-70.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.34% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,541 | $4,038-37.1% | $3,635-30.1% | $4,740-46.4% |
| Participant deferral / active EE | $6,652 | $5,291+25.7% | $4,728+40.7% | $6,400+3.9% |
| Admin fee / account holder | $26,418 | $7,489+252.8% | $6,410+312.1% | $11,426+131.2% |