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 | $24,529 | $133,958-81.7% | $112,228-78.1% | $134,475-81.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.40% | 47.11%-67.5pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,505 | $4,038-38.0% | $3,635-31.1% | $4,740-47.2% |
| Participant deferral / active EE | $7,851 | $5,291+48.4% | $4,728+66.1% | $6,400+22.7% |
| Admin fee / account holder | $5,260 | $7,489-29.8% | $6,410-17.9% | $11,426-54.0% |