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 | $31,183 | $167,484-81.4% | $151,611-79.4% | $134,475-76.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.32% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,744 | $6,829-45.2% | $6,166-39.3% | $4,740-21.0% |
| Participant deferral / active EE | $6,789 | $8,986-24.4% | $8,363-18.8% | $6,400+6.1% |
| Admin fee / account holder | $541 | $13,783-96.1% | $11,616-95.3% | $11,426-95.3% |