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 | $55,148 | $133,958-58.8% | $112,228-50.9% | $134,475-59.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.07% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,495 | $4,038+11.3% | $3,635+23.7% | $4,740-5.2% |
| Participant deferral / active EE | $20,500 | $5,291+287.5% | $4,728+333.6% | $6,400+220.3% |
| Admin fee / account holder | $881 | $7,489-88.2% | $6,410-86.3% | $11,426-92.3% |