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 7-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 | $64,245 | $105,860-39.3% | $90,749-29.2% | $134,475-52.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.77% | -11.01%-6.8pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,928 | $3,462+42.3% | $2,921+68.7% | $4,740+4.0% |
| Participant deferral / active EE | $18,312 | $5,216+251.1% | $4,564+301.2% | $6,400+186.1% |
| Admin fee / account holder | $3,317 | $13,938-76.2% | $8,445-60.7% | $11,426-71.0% |