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 | $62,081 | $167,484-62.9% | $151,611-59.1% | $134,475-53.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.40% | 7.80%-28.2pp | 3.33%-23.7pp | 417.96%-438.4pp |
| Employer contribution / active EE | $4,982 | $6,829-27.0% | $6,166-19.2% | $4,740+5.1% |
| Participant deferral / active EE | $10,333 | $8,986+15.0% | $8,363+23.5% | $6,400+61.5% |
| Admin fee / account holder | $350 | $13,783-97.5% | $11,616-97.0% | $11,426-96.9% |