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 | $35,063 | $91,538-61.7% | $129,995-73.0% | $75,163-53.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.69% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,681 | $2,845+29.4% | $4,320-14.8% | $2,670+37.9% |
| Participant deferral / active EE | $6,782 | $4,341+56.2% | $5,820+16.5% | $4,125+64.4% |
| Admin fee / account holder | $621 | $6,790-90.8% | $10,614-94.1% | $5,651-89.0% |