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 7-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 | $22,956 | $142,344-83.9% | $119,609-80.8% | $134,475-82.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.66% | -12.44%+3.8pp | -14.97%+6.3pp | 417.96%-426.6pp |
| Employer contribution / active EE | $7,955 | $5,222+52.3% | $4,232+88.0% | $4,740+67.8% |
| Participant deferral / active EE | $5,099 | $6,469-21.2% | $5,602-9.0% | $6,400-20.3% |
| Admin fee / account holder | $413 | $13,584-97.0% | $10,323-96.0% | $11,426-96.4% |