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 | $34,109 | $82,286-58.5% | $68,791-50.4% | $134,475-74.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.09% | -2.19%-15.9pp | -6.38%-11.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $7,045 | $3,301+113.5% | $2,655+165.3% | $4,740+48.6% |
| Participant deferral / active EE | $4,932 | $4,739+4.1% | $3,941+25.1% | $6,400-22.9% |
| Admin fee / account holder | $372 | $6,481-94.3% | $4,932-92.5% | $11,426-96.7% |