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 | $92,841 | $129,942-28.6% | $104,294-11.0% | $134,475-31.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.58% | 42.03%-57.6pp | 24.61%-40.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,010 | $4,184-4.2% | $3,372+18.9% | $4,740-15.4% |
| Participant deferral / active EE | $7,200 | $5,588+28.9% | $4,625+55.7% | $6,400+12.5% |
| Admin fee / account holder | $35,961 | $9,323+285.7% | $7,339+390.0% | $11,426+214.7% |