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 | $77,964 | $133,958-41.8% | $112,228-30.5% | $134,475-42.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.41% | 47.11%-59.5pp | 27.45%-39.9pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,979 | $4,038-26.2% | $3,635-18.0% | $4,740-37.1% |
| Participant deferral / active EE | $9,288 | $5,291+75.6% | $4,728+96.4% | $6,400+45.1% |
| Admin fee / account holder | $336 | $7,489-95.5% | $6,410-94.8% | $11,426-97.1% |