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 9-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 | $93,634 | $133,958-30.1% | $112,228-16.6% | $134,475-30.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.77% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $13,975 | $4,038+246.1% | $3,635+284.5% | $4,740+194.9% |
| Participant deferral / active EE | $5,031 | $5,291-4.9% | $4,728+6.4% | $6,400-21.4% |
| Admin fee / account holder | $4,493 | $7,489-40.0% | $6,410-29.9% | $11,426-60.7% |