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 9-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 | $41,165 | $90,519-54.5% | $93,789-56.1% | $134,475-69.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -13.27% | -15.72%+2.4pp | -11.33%-1.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,745 | $4,343-59.8% | $4,323-59.6% | $4,740-63.2% |
| Participant deferral / active EE | $9,239 | $5,978+54.5% | $6,094+51.6% | $6,400+44.4% |
| Admin fee / account holder | $1,004 | $9,252-89.2% | $7,195-86.1% | $11,426-91.2% |