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 8-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 | $75,228 | $129,942-42.1% | $104,294-27.9% | $134,475-44.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.32% | 42.03%-60.4pp | 24.61%-42.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,053 | $4,184-50.9% | $3,372-39.1% | $4,740-56.7% |
| Participant deferral / active EE | $6,782 | $5,588+21.4% | $4,625+46.6% | $6,400+6.0% |
| Admin fee / account holder | $387 | $9,323-95.9% | $7,339-94.7% | $11,426-96.6% |