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 6-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 | $34,801 | $167,484-79.2% | $151,611-77.0% | $134,475-74.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.83% | 7.80%-27.6pp | 3.33%-23.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,118 | $6,829-25.1% | $6,166-17.0% | $4,740+8.0% |
| Participant deferral / active EE | $12,494 | $8,986+39.0% | $8,363+49.4% | $6,400+95.2% |
| Admin fee / account holder | $455 | $13,783-96.7% | $11,616-96.1% | $11,426-96.0% |