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 | $23,676 | $152,509-84.5% | $117,472-79.8% | $134,475-82.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.05% | 52.99%-67.0pp | 29.74%-43.8pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,983 | $5,571-64.4% | $4,176-52.5% | $4,740-58.2% |
| Participant deferral / active EE | $6,172 | $4,818+28.1% | $4,070+51.6% | $6,400-3.6% |
| Admin fee / account holder | $1,190 | $7,004-83.0% | $5,645-78.9% | $11,426-89.6% |