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 | $58,034 | $133,958-56.7% | $112,228-48.3% | $134,475-56.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.87% | 47.11%-66.0pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,465 | $4,038-63.7% | $3,635-59.7% | $4,740-69.1% |
| Participant deferral / active EE | $7,943 | $5,291+50.1% | $4,728+68.0% | $6,400+24.1% |
| Admin fee / account holder | $1,274 | $7,489-83.0% | $6,410-80.1% | $11,426-88.8% |