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 | $66,667 | $93,024-28.3% | $77,024-13.4% | $134,475-50.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.11% | 62.60%-79.7pp | 42.32%-59.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,881 | $3,418+13.5% | $2,812+38.0% | $4,740-18.1% |
| Participant deferral / active EE | $6,860 | $5,238+31.0% | $4,426+55.0% | $6,400+7.2% |
| Admin fee / account holder | $41,126 | $6,944+492.3% | $5,425+658.0% | $11,426+259.9% |