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 | $34,235 | $82,286-58.4% | $68,791-50.2% | $134,475-74.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.94% | -2.19%-11.7pp | -6.38%-7.6pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,051 | $3,301-7.6% | $2,655+14.9% | $4,740-35.6% |
| Participant deferral / active EE | $2,190 | $4,739-53.8% | $3,941-44.4% | $6,400-65.8% |
| Admin fee / account holder | $1,082 | $6,481-83.3% | $4,932-78.1% | $11,426-90.5% |