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 | $19,906 | $105,860-81.2% | $90,749-78.1% | $134,475-85.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.66% | -11.01%-5.7pp | -12.16%-4.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,682 | $3,462-22.5% | $2,921-8.2% | $4,740-43.4% |
| Participant deferral / active EE | $5,850 | $5,216+12.2% | $4,564+28.2% | $6,400-8.6% |
| Admin fee / account holder | $906 | $13,938-93.5% | $8,445-89.3% | $11,426-92.1% |