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 7-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 | $53,214 | $142,344-62.6% | $119,609-55.5% | $134,475-60.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.70% | -12.44%-5.3pp | -14.97%-2.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $7,783 | $5,222+49.0% | $4,232+83.9% | $4,740+64.2% |
| Participant deferral / active EE | $8,141 | $6,469+25.8% | $5,602+45.3% | $6,400+27.2% |
| Admin fee / account holder | $6,372 | $13,584-53.1% | $10,323-38.3% | $11,426-44.2% |