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 | $78,938 | $138,065-42.8% | $123,544-36.1% | $135,375-41.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.88% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,674 | $5,151-48.1% | $4,628-42.2% | $4,779-44.1% |
| Participant deferral / active EE | $4,189 | $6,799-38.4% | $6,426-34.8% | $5,609-25.3% |
| Admin fee / account holder | $45,238 | $10,916+314.4% | $9,284+387.3% | $10,827+317.8% |