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 | $20,258 | $82,664-75.5% | $125,339-83.8% | $68,494-70.4% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -7.66% | -5.97%-1.7pp | 572.05%-579.7pp | -7.84%+0.2pp |
| Employer contribution / active EE | $4,167 | $3,381+23.3% | $4,814-13.4% | $2,596+60.5% |
| Participant deferral / active EE | $10,395 | $6,110+70.1% | $7,446+39.6% | $4,027+158.1% |
| Admin fee / account holder | $303 | $6,275-95.2% | $10,010-97.0% | $5,403-94.4% |