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 | $51,989 | $129,942-60.0% | $104,294-50.2% | $134,475-61.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.87% | 42.03%-55.9pp | 24.61%-38.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,445 | $4,184-17.7% | $3,372+2.2% | $4,740-27.3% |
| Participant deferral / active EE | $10,000 | $5,588+79.0% | $4,625+116.2% | $6,400+56.3% |
| Admin fee / account holder | $520 | $9,323-94.4% | $7,339-92.9% | $11,426-95.5% |