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 8-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 | $89,535 | $133,958-33.2% | $112,228-20.2% | $134,475-33.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.84% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | $8,256 | $4,038+104.5% | $3,635+127.2% | $4,740+74.2% |
| Participant deferral / active EE | $9,000 | $5,291+70.1% | $4,728+90.4% | $6,400+40.6% |
| Admin fee / account holder | $635 | $7,489-91.5% | $6,410-90.1% | $11,426-94.4% |