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 7-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 | $10,785 | $95,862-88.7% | $79,550-86.4% | $134,475-92.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.59% | -2.69%-15.9pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,738 | $3,128-44.4% | $2,413-28.0% | $4,740-63.3% |
| Participant deferral / active EE | $2,892 | $4,693-38.4% | $3,985-27.4% | $6,400-54.8% |
| Admin fee / account holder | $584 | $9,126-93.6% | $6,832-91.5% | $11,426-94.9% |