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 | $56,073 | $95,971-41.6% | $74,550-24.8% | $135,375-58.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.54% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,388 | $2,716-12.1% | $1,961+21.8% | $4,779-50.0% |
| Participant deferral / active EE | $2,167 | $3,843-43.6% | $3,108-30.3% | $5,609-61.4% |
| Admin fee / account holder | $301 | $6,522-95.4% | $5,060-94.0% | $10,827-97.2% |