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 8-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 | $15,372 | $93,024-83.5% | $77,024-80.0% | $134,475-88.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -7.23% | 62.60%-69.8pp | 42.32%-49.5pp | 417.96%-425.2pp |
| Employer contribution / active EE | $6,380 | $3,418+86.7% | $2,812+126.9% | $4,740+34.6% |
| Participant deferral / active EE | $1,544 | $5,238-70.5% | $4,426-65.1% | $6,400-75.9% |
| Admin fee / account holder | $1,429 | $6,944-79.4% | $5,425-73.7% | $11,426-87.5% |