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 | $46,197 | $158,817-70.9% | $121,196-61.9% | $135,375-65.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.13% | -0.64%-4.5pp | 16.93%-22.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,164 | $5,665-44.1% | $4,022-21.3% | $4,779-33.8% |
| Participant deferral / active EE | $12,800 | $4,005+219.6% | $3,344+282.7% | $5,609+128.2% |
| Admin fee / account holder | $380 | $6,512-94.2% | $5,019-92.4% | $10,827-96.5% |