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 | $47,163 | $100,754-53.2% | $86,677-45.6% | $134,475-64.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.80% | 29.04%-48.8pp | 35.91%-55.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,148 | $3,489-67.1% | $2,836-59.5% | $4,740-75.8% |
| Participant deferral / active EE | $1,888 | $5,338-64.6% | $4,656-59.4% | $6,400-70.5% |
| Admin fee / account holder | $452 | $10,926-95.9% | $7,493-94.0% | $11,426-96.0% |