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 | $28,052 | $91,538-69.4% | $129,995-78.4% | $75,163-62.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 24.85% | -631.11%+656.0pp | -137.18%+162.0pp | 160.62%-135.8pp |
| Employer contribution / active EE | $3,434 | $2,845+20.7% | $4,320-20.5% | $2,670+28.6% |
| Participant deferral / active EE | $6,316 | $4,341+45.5% | $5,820+8.5% | $4,125+53.1% |
| Admin fee / account holder | $1,918 | $6,790-71.8% | $10,614-81.9% | $5,651-66.1% |