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 | $28,116 | $95,193-70.5% | $76,523-63.3% | $135,375-79.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.89% | 4.85%-14.7pp | -0.27%-9.6pp | 519.73%-529.6pp |
| Employer contribution / active EE | $27,013 | $3,302+718.0% | $2,647+920.5% | $4,779+465.3% |
| Participant deferral / active EE | $10,565 | $4,639+127.7% | $3,835+175.4% | $5,609+88.4% |
| Admin fee / account holder | $406 | $6,249-93.5% | $4,848-91.6% | $10,827-96.3% |