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 | $72,915 | $105,860-31.1% | $90,749-19.7% | $134,475-45.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.79% | -11.01%-6.8pp | -12.16%-5.6pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,775 | $3,462-48.7% | $2,921-39.2% | $4,740-62.5% |
| Participant deferral / active EE | $5,245 | $5,216+0.6% | $4,564+14.9% | $6,400-18.1% |
| Admin fee / account holder | $4,014 | $13,938-71.2% | $8,445-52.5% | $11,426-64.9% |