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 | $70,963 | $93,024-23.7% | $77,024-7.9% | $134,475-47.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.93% | 62.60%-81.5pp | 42.32%-61.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $8,666 | $3,418+153.5% | $2,812+208.1% | $4,740+82.8% |
| Participant deferral / active EE | $7,496 | $5,238+43.1% | $4,426+69.3% | $6,400+17.1% |
| Admin fee / account holder | $5,283 | $6,944-23.9% | $5,425-2.6% | $11,426-53.8% |