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 9-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 | $55,592 | $95,862-42.0% | $79,550-30.1% | $134,475-58.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.57% | -2.69%-13.9pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,318 | $3,128+102.0% | $2,413+161.8% | $4,740+33.3% |
| Participant deferral / active EE | $5,811 | $4,693+23.8% | $3,985+45.8% | $6,400-9.2% |
| Admin fee / account holder | $744 | $9,126-91.8% | $6,832-89.1% | $11,426-93.5% |