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 | $33,585 | $95,971-65.0% | $74,550-54.9% | $135,375-75.2% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -7.15% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,273 | $2,716-53.1% | $1,961-35.1% | $4,779-73.4% |
| Participant deferral / active EE | $2,622 | $3,843-31.8% | $3,108-15.6% | $5,609-53.3% |
| Admin fee / account holder | $9,178 | $6,522+40.7% | $5,060+81.4% | $10,827-15.2% |