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 | $15,930 | $133,958-88.1% | $112,228-85.8% | $134,475-88.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.50% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,894 | $4,038-53.1% | $3,635-47.9% | $4,740-60.0% |
| Participant deferral / active EE | $4,345 | $5,291-17.9% | $4,728-8.1% | $6,400-32.1% |
| Admin fee / account holder | $10,213 | $7,489+36.4% | $6,410+59.3% | $11,426-10.6% |