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 | $77,589 | $133,958-42.1% | $112,228-30.9% | $134,475-42.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.03% | 47.11%-61.1pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,392 | $4,038-65.5% | $3,635-61.7% | $4,740-70.6% |
| Participant deferral / active EE | $7,250 | $5,291+37.0% | $4,728+53.3% | $6,400+13.3% |
| Admin fee / account holder | $1,046 | $7,489-86.0% | $6,410-83.7% | $11,426-90.8% |