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 5-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 | $31,633 | $133,958-76.4% | $112,228-71.8% | $134,475-76.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.23% | 47.11%-67.3pp | 27.45%-47.7pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,416 | $4,038-40.2% | $3,635-33.5% | $4,740-49.0% |
| Participant deferral / active EE | $12,385 | $5,291+134.1% | $4,728+162.0% | $6,400+93.5% |
| Admin fee / account holder | $319 | $7,489-95.7% | $6,410-95.0% | $11,426-97.2% |