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 7-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 | $23,796 | $133,958-82.2% | $112,228-78.8% | $134,475-82.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.13% | 47.11%-64.2pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,023 | $4,038-25.1% | $3,635-16.8% | $4,740-36.2% |
| Participant deferral / active EE | $4,773 | $5,291-9.8% | $4,728+1.0% | $6,400-25.4% |
| Admin fee / account holder | $3,757 | $7,489-49.8% | $6,410-41.4% | $11,426-67.1% |