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 | $7,321 | $92,703-92.1% | $82,719-91.1% | $134,475-94.6% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -7.75% | 944.92%-952.7pp | 701.18%-708.9pp | 417.96%-425.7pp |
| Employer contribution / active EE | $3,235 | $3,274-1.2% | $3,009+7.5% | $4,740-31.7% |
| Participant deferral / active EE | $5,092 | $4,802+6.0% | $4,395+15.9% | $6,400-20.4% |
| Admin fee / account holder | $1,046 | $5,983-82.5% | $5,329-80.4% | $11,426-90.8% |