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 6-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 | $13,211 | $152,509-91.3% | $117,472-88.8% | $134,475-90.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.62% | 52.99%-70.6pp | 29.74%-47.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $7,569 | $5,571+35.9% | $4,176+81.2% | $4,740+59.7% |
| Participant deferral / active EE | $4,477 | $4,818-7.1% | $4,070+10.0% | $6,400-30.0% |
| Admin fee / account holder | $1,226 | $7,004-82.5% | $5,645-78.3% | $11,426-89.3% |