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 6-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 | $19,366 | $93,024-79.2% | $77,024-74.9% | $134,475-85.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -7.35% | 62.60%-70.0pp | 42.32%-49.7pp | 417.96%-425.3pp |
| Employer contribution / active EE | $7,047 | $3,418+106.2% | $2,812+150.6% | $4,740+48.7% |
| Participant deferral / active EE | $7,112 | $5,238+35.8% | $4,426+60.7% | $6,400+11.1% |
| Admin fee / account holder | $1,780 | $6,944-74.4% | $5,425-67.2% | $11,426-84.4% |