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 | $31,658 | $105,860-70.1% | $90,749-65.1% | $134,475-76.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.27% | -11.01%-9.3pp | -12.16%-8.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $7,475 | $3,462+115.9% | $2,921+155.9% | $4,740+57.7% |
| Participant deferral / active EE | $14,316 | $5,216+174.5% | $4,564+213.7% | $6,400+123.7% |
| Admin fee / account holder | $4,494 | $13,938-67.8% | $8,445-46.8% | $11,426-60.7% |