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 5-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 | $25,257 | $133,958-81.1% | $112,228-77.5% | $134,475-81.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.03% | 47.11%-66.1pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,620 | $4,038-59.9% | $3,635-55.4% | $4,740-65.8% |
| Participant deferral / active EE | $1,961 | $5,291-62.9% | $4,728-58.5% | $6,400-69.4% |
| Admin fee / account holder | $3,402 | $7,489-54.6% | $6,410-46.9% | $11,426-70.2% |