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 | $37,371 | $133,958-72.1% | $112,228-66.7% | $134,475-72.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.68% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,818 | $4,038+44.1% | $3,635+60.1% | $4,740+22.8% |
| Participant deferral / active EE | $7,272 | $5,291+37.5% | $4,728+53.8% | $6,400+13.6% |
| Admin fee / account holder | $981 | $7,489-86.9% | $6,410-84.7% | $11,426-91.4% |