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 6-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 | $12,368 | $82,286-85.0% | $68,791-82.0% | $134,475-90.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.47% | -2.19%-17.3pp | -6.38%-13.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,212 | $3,301-33.0% | $2,655-16.7% | $4,740-53.3% |
| Participant deferral / active EE | $3,749 | $4,739-20.9% | $3,941-4.9% | $6,400-41.4% |
| Admin fee / account holder | $702 | $6,481-89.2% | $4,932-85.8% | $11,426-93.9% |