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 | $25,452 | $133,958-81.0% | $112,228-77.3% | $134,475-81.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.07% | 47.11%-60.2pp | 27.45%-40.5pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,654 | $4,038-59.0% | $3,635-54.5% | $4,740-65.1% |
| Participant deferral / active EE | $6,850 | $5,291+29.5% | $4,728+44.9% | $6,400+7.0% |
| Admin fee / account holder | $304 | $7,489-95.9% | $6,410-95.3% | $11,426-97.3% |