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 | $54,237 | $105,860-48.8% | $90,749-40.2% | $134,475-59.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.51% | -11.01%-6.5pp | -12.16%-5.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,152 | $3,462+48.8% | $2,921+76.4% | $4,740+8.7% |
| Participant deferral / active EE | $4,670 | $5,216-10.5% | $4,564+2.3% | $6,400-27.0% |
| Admin fee / account holder | $6,915 | $13,938-50.4% | $8,445-18.1% | $11,426-39.5% |