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 | $56,103 | $133,958-58.1% | $112,228-50.0% | $134,475-58.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.90% | 47.11%-48.0pp | 27.45%-28.4pp | 417.96%-418.9pp |
| Employer contribution / active EE | $3,433 | $4,038-15.0% | $3,635-5.6% | $4,740-27.6% |
| Participant deferral / active EE | $8,145 | $5,291+53.9% | $4,728+72.3% | $6,400+27.3% |
| Admin fee / account holder | $2,772 | $7,489-63.0% | $6,410-56.8% | $11,426-75.7% |