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 | $40,986 | $133,958-69.4% | $112,228-63.5% | $134,475-69.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.79% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $17,034 | $4,038+321.8% | $3,635+368.7% | $4,740+259.4% |
| Participant deferral / active EE | $5,629 | $5,291+6.4% | $4,728+19.1% | $6,400-12.0% |
| Admin fee / account holder | $413 | $7,489-94.5% | $6,410-93.6% | $11,426-96.4% |