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 | $63,014 | $152,509-58.7% | $117,472-46.4% | $134,475-53.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.57% | 52.99%-71.6pp | 29.74%-48.3pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,731 | $5,571-68.9% | $4,176-58.5% | $4,740-63.5% |
| Participant deferral / active EE | $1,578 | $4,818-67.2% | $4,070-61.2% | $6,400-75.3% |
| Admin fee / account holder | $701 | $7,004-90.0% | $5,645-87.6% | $11,426-93.9% |