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 | $19,195 | $95,193-79.8% | $76,523-74.9% | $135,375-85.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.00% | 4.85%-11.9pp | -0.27%-6.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,269 | $3,302+29.3% | $2,647+61.3% | $4,779-10.7% |
| Participant deferral / active EE | $2,737 | $4,639-41.0% | $3,835-28.6% | $5,609-51.2% |
| Admin fee / account holder | $304 | $6,249-95.1% | $4,848-93.7% | $10,827-97.2% |