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 | $36,878 | $129,942-71.6% | $104,294-64.6% | $134,475-72.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.76% | 42.03%-56.8pp | 24.61%-39.4pp | 417.96%-432.7pp |
| Employer contribution / active EE | $7,154 | $4,184+71.0% | $3,372+112.2% | $4,740+50.9% |
| Participant deferral / active EE | $7,798 | $5,588+39.5% | $4,625+68.6% | $6,400+21.8% |
| Admin fee / account holder | $6,064 | $9,323-35.0% | $7,339-17.4% | $11,426-46.9% |