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 | $41,188 | $82,286-49.9% | $68,791-40.1% | $134,475-69.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.71% | -2.19%-16.5pp | -6.38%-12.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,329 | $3,301+61.4% | $2,655+100.7% | $4,740+12.4% |
| Participant deferral / active EE | $6,700 | $4,739+41.4% | $3,941+70.0% | $6,400+4.7% |
| Admin fee / account holder | $11,059 | $6,481+70.6% | $4,932+124.2% | $11,426-3.2% |