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 | $7,542 | $88,594-91.5% | $70,092-89.2% | $134,475-94.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.66% | 442.67%-460.3pp | 190.73%-208.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,256 | $3,233-30.2% | $2,559-11.8% | $4,740-52.4% |
| Participant deferral / active EE | $3,407 | $4,772-28.6% | $3,849-11.5% | $6,400-46.8% |
| Admin fee / account holder | $5,068 | $10,441-51.5% | $6,267-19.1% | $11,426-55.6% |