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 | $39,533 | $129,942-69.6% | $104,294-62.1% | $134,475-70.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.56% | 42.03%-60.6pp | 24.61%-43.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,986 | $4,184-4.7% | $3,372+18.2% | $4,740-15.9% |
| Participant deferral / active EE | $11,265 | $5,588+101.6% | $4,625+143.6% | $6,400+76.0% |
| Admin fee / account holder | $1,255 | $9,323-86.5% | $7,339-82.9% | $11,426-89.0% |