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 | $33,625 | $95,862-64.9% | $79,550-57.7% | $134,475-75.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.55% | -2.69%-15.9pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $7,180 | $3,128+129.5% | $2,413+197.5% | $4,740+51.5% |
| Participant deferral / active EE | $9,206 | $4,693+96.2% | $3,985+131.0% | $6,400+43.8% |
| Admin fee / account holder | $816 | $9,126-91.1% | $6,832-88.1% | $11,426-92.9% |