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 | $16,346 | $54,350-69.9% | $82,719-80.2% | $68,494-76.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.57% | -13.67%-4.9pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,592 | $2,218+16.9% | $3,009-13.9% | $2,596-0.2% |
| Participant deferral / active EE | $3,707 | $3,246+14.2% | $4,395-15.7% | $4,027-8.0% |
| Admin fee / account holder | $853 | $4,395-80.6% | $5,329-84.0% | $5,403-84.2% |