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 | $87,746 | $152,509-42.5% | $117,472-25.3% | $134,475-34.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.90% | 52.99%-69.9pp | 29.74%-46.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $8,958 | $5,571+60.8% | $4,176+114.5% | $4,740+89.0% |
| Participant deferral / active EE | $4,595 | $4,818-4.6% | $4,070+12.9% | $6,400-28.2% |
| Admin fee / account holder | $4,018 | $7,004-42.6% | $5,645-28.8% | $11,426-64.8% |