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 | $38,729 | $95,862-59.6% | $79,550-51.3% | $134,475-71.2% |
| 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 | $1,485 | $3,128-52.5% | $2,413-38.5% | $4,740-68.7% |
| Participant deferral / active EE | $10,861 | $4,693+131.4% | $3,985+172.5% | $6,400+69.7% |
| Admin fee / account holder | $2,525 | $9,126-72.3% | $6,832-63.0% | $11,426-77.9% |