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 9-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 | $63,091 | $85,790-26.5% | $67,313-6.3% | $135,375-53.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.60% | -0.54%-7.1pp | -4.08%-3.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,258 | $3,487+50.8% | $2,566+104.9% | $4,779+10.0% |
| Participant deferral / active EE | $2,758 | $4,651-40.7% | $3,568-22.7% | $5,609-50.8% |
| Admin fee / account holder | $801 | $6,392-87.5% | $4,507-82.2% | $10,827-92.6% |