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 | $55,910 | $211,958-73.6% | $169,463-67.0% | $135,375-58.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.06% | 3.26%-9.3pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $21,553 | $5,120+321.0% | $4,159+418.2% | $4,779+351.0% |
| Participant deferral / active EE | $12,400 | $6,075+104.1% | $5,277+135.0% | $5,609+121.1% |
| Admin fee / account holder | $327 | $11,471-97.2% | $9,109-96.4% | $10,827-97.0% |