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 | $41,659 | $133,958-68.9% | $112,228-62.9% | $134,475-69.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.95% | 47.11%-56.1pp | 27.45%-36.4pp | 417.96%-426.9pp |
| Employer contribution / active EE | $7,747 | $4,038+91.9% | $3,635+113.2% | $4,740+63.5% |
| Participant deferral / active EE | $6,490 | $5,291+22.7% | $4,728+37.3% | $6,400+1.4% |
| Admin fee / account holder | $658 | $7,489-91.2% | $6,410-89.7% | $11,426-94.2% |