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 | $16,701 | $133,958-87.5% | $112,228-85.1% | $134,475-87.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.20% | 47.11%-65.3pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,003 | $4,038-25.6% | $3,635-17.4% | $4,740-36.6% |
| Participant deferral / active EE | $3,444 | $5,291-34.9% | $4,728-27.2% | $6,400-46.2% |
| Admin fee / account holder | $2,876 | $7,489-61.6% | $6,410-55.1% | $11,426-74.8% |