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 | $23,783 | $142,344-83.3% | $119,609-80.1% | $134,475-82.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.51% | -12.44%-4.1pp | -14.97%-1.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,646 | $5,222-11.0% | $4,232+9.8% | $4,740-2.0% |
| Participant deferral / active EE | $12,700 | $6,469+96.3% | $5,602+126.7% | $6,400+98.4% |
| Admin fee / account holder | $399 | $13,584-97.1% | $10,323-96.1% | $11,426-96.5% |