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 | $23,897 | $93,024-74.3% | $77,024-69.0% | $134,475-82.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.91% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $6,687 | $3,418+95.6% | $2,812+137.8% | $4,740+41.1% |
| Participant deferral / active EE | $6,687 | $5,238+27.7% | $4,426+51.1% | $6,400+4.5% |
| Admin fee / account holder | $4,909 | $6,944-29.3% | $5,425-9.5% | $11,426-57.0% |