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 6-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 | $48,387 | $142,344-66.0% | $119,609-59.5% | $134,475-64.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.28% | -12.44%-6.8pp | -14.97%-4.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,065 | $5,222-79.6% | $4,232-74.8% | $4,740-77.5% |
| Participant deferral / active EE | $7,157 | $6,469+10.6% | $5,602+27.8% | $6,400+11.8% |
| Admin fee / account holder | $1,003 | $13,584-92.6% | $10,323-90.3% | $11,426-91.2% |