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 | $62,696 | $97,044-35.4% | $83,333-24.8% | $135,375-53.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.31% | 12.31%-17.6pp | 10.63%-15.9pp | 519.73%-525.0pp |
| Employer contribution / active EE | $20,967 | $4,143+406.1% | $3,379+520.6% | $4,779+338.7% |
| Participant deferral / active EE | $10,500 | $5,964+76.0% | $5,565+88.7% | $5,609+87.2% |
| Admin fee / account holder | $315 | $8,380-96.2% | $7,510-95.8% | $10,827-97.1% |