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 8-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 | $20,362 | $100,754-79.8% | $86,677-76.5% | $134,475-84.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.92% | 29.04%-42.0pp | 35.91%-48.8pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,759 | $3,489-20.9% | $2,836-2.7% | $4,740-41.8% |
| Participant deferral / active EE | $2,822 | $5,338-47.1% | $4,656-39.4% | $6,400-55.9% |
| Admin fee / account holder | $962 | $10,926-91.2% | $7,493-87.2% | $11,426-91.6% |