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 5-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 | $17,054 | $95,862-82.2% | $79,550-78.6% | $134,475-87.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.63% | -2.69%-3.9pp | 0.16%-6.8pp | 417.96%-424.6pp |
| Employer contribution / active EE | $2,274 | $3,128-27.3% | $2,413-5.8% | $4,740-52.0% |
| Participant deferral / active EE | $12,226 | $4,693+160.5% | $3,985+206.8% | $6,400+91.0% |
| Admin fee / account holder | $1,236 | $9,126-86.5% | $6,832-81.9% | $11,426-89.2% |