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 | $66,338 | $93,024-28.7% | $77,024-13.9% | $134,475-50.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.99% | 62.60%-81.6pp | 42.32%-61.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $14,193 | $3,418+315.2% | $2,812+404.7% | $4,740+199.4% |
| Participant deferral / active EE | $15,088 | $5,238+188.1% | $4,426+240.9% | $6,400+135.8% |
| Admin fee / account holder | $1,016 | $6,944-85.4% | $5,425-81.3% | $11,426-91.1% |