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 | $36,905 | $67,331-45.2% | $60,874-39.4% | $134,475-72.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.55% | 49.93%-66.5pp | 16.90%-33.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,633 | $3,096-15.0% | $2,701-2.5% | $4,740-44.4% |
| Participant deferral / active EE | $6,656 | $4,538+46.7% | $3,817+74.4% | $6,400+4.0% |
| Admin fee / account holder | $557 | $4,582-87.8% | $3,224-82.7% | $11,426-95.1% |