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 8-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 | $65,879 | $175,600-62.5% | $129,110-49.0% | $134,475-51.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.47% | -11.39%-8.1pp | -10.94%-8.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $6,914 | $6,355+8.8% | $5,052+36.9% | $4,740+45.9% |
| Participant deferral / active EE | $8,437 | $7,975+5.8% | $6,542+29.0% | $6,400+31.8% |
| Admin fee / account holder | $11,155 | $23,567-52.7% | $14,302-22.0% | $11,426-2.4% |