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 | $26,905 | $133,958-79.9% | $112,228-76.0% | $134,475-80.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.97% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,437 | $4,038+59.4% | $3,635+77.1% | $4,740+35.8% |
| Participant deferral / active EE | $8,509 | $5,291+60.8% | $4,728+80.0% | $6,400+33.0% |
| Admin fee / account holder | $571 | $7,489-92.4% | $6,410-91.1% | $11,426-95.0% |