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 | $53,857 | $95,971-43.9% | $74,550-27.8% | $135,375-60.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.82% | 56.96%-58.8pp | 32.53%-34.4pp | 519.73%-521.6pp |
| Employer contribution / active EE | $1,083 | $2,716-60.1% | $1,961-44.8% | $4,779-77.3% |
| Participant deferral / active EE | $4,381 | $3,843+14.0% | $3,108+41.0% | $5,609-21.9% |
| Admin fee / account holder | $7,766 | $6,522+19.1% | $5,060+53.5% | $10,827-28.3% |