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 | $26,332 | $129,942-79.7% | $104,294-74.8% | $134,475-80.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.73% | 42.03%-61.8pp | 24.61%-44.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,139 | $4,184-25.0% | $3,372-6.9% | $4,740-33.8% |
| Participant deferral / active EE | $4,540 | $5,588-18.8% | $4,625-1.8% | $6,400-29.1% |
| Admin fee / account holder | $595 | $9,323-93.6% | $7,339-91.9% | $11,426-94.8% |