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 5-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 | $45,426 | $93,024-51.2% | $77,024-41.0% | $134,475-66.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.73% | 62.60%-82.3pp | 42.32%-62.0pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,531 | $3,418+3.3% | $2,812+25.6% | $4,740-25.5% |
| Participant deferral / active EE | $17,825 | $5,238+240.3% | $4,426+302.7% | $6,400+178.5% |
| Admin fee / account holder | $491 | $6,944-92.9% | $5,425-91.0% | $11,426-95.7% |