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 | $12,385 | $54,229-77.2% | $70,092-82.3% | $68,494-81.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -11.74% | -13.87%+2.1pp | 190.73%-202.5pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,943 | $2,018+45.8% | $2,559+15.0% | $2,596+13.3% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $582 | $4,694-87.6% | $6,267-90.7% | $5,403-89.2% |