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 | $21,640 | $92,222-76.5% | $76,768-71.8% | $135,375-84.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.42% | 5.46%-12.9pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,242 | $3,216-30.3% | $2,485-9.8% | $4,779-53.1% |
| Participant deferral / active EE | $5,574 | $4,509+23.6% | $3,852+44.7% | $5,609-0.6% |
| Admin fee / account holder | $370 | $10,748-96.6% | $6,675-94.5% | $10,827-96.6% |