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 | $20,014 | $93,024-78.5% | $77,024-74.0% | $134,475-85.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.38% | 62.60%-77.0pp | 42.32%-56.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $8,282 | $3,418+142.3% | $2,812+194.5% | $4,740+74.7% |
| Participant deferral / active EE | $3,849 | $5,238-26.5% | $4,426-13.1% | $6,400-39.9% |
| Admin fee / account holder | $1,489 | $6,944-78.6% | $5,425-72.5% | $11,426-87.0% |