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 | $53,202 | $129,942-59.1% | $104,294-49.0% | $134,475-60.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.64% | 42.03%-61.7pp | 24.61%-44.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,869 | $4,184-31.4% | $3,372-14.9% | $4,740-39.5% |
| Participant deferral / active EE | $11,410 | $5,588+104.2% | $4,625+146.7% | $6,400+78.3% |
| Admin fee / account holder | $2,066 | $9,323-77.8% | $7,339-71.9% | $11,426-81.9% |