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 | $20,899 | $95,862-78.2% | $79,550-73.7% | $134,475-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.55% | -2.69%-14.9pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $10,335 | $3,128+230.4% | $2,413+328.3% | $4,740+118.1% |
| Participant deferral / active EE | $6,773 | $4,693+44.3% | $3,985+69.9% | $6,400+5.8% |
| Admin fee / account holder | $626 | $9,126-93.1% | $6,832-90.8% | $11,426-94.5% |