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 7-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 | $60,911 | $105,860-42.5% | $90,749-32.9% | $134,475-54.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.98% | -11.01%-6.0pp | -12.16%-4.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,174 | $3,462-37.2% | $2,921-25.6% | $4,740-54.1% |
| Participant deferral / active EE | $8,165 | $5,216+56.6% | $4,564+78.9% | $6,400+27.6% |
| Admin fee / account holder | $391 | $13,938-97.2% | $8,445-95.4% | $11,426-96.6% |