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 | $31,251 | $129,942-76.0% | $104,294-70.0% | $134,475-76.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.43% | 42.03%-60.5pp | 24.61%-43.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,432 | $4,184+5.9% | $3,372+31.4% | $4,740-6.5% |
| Participant deferral / active EE | $4,399 | $5,588-21.3% | $4,625-4.9% | $6,400-31.3% |
| Admin fee / account holder | $403 | $9,323-95.7% | $7,339-94.5% | $11,426-96.5% |