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 | $14,195 | $73,867-80.8% | $143,757-90.1% | $68,494-79.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.16% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,891 | $3,184-40.6% | $4,951-61.8% | $2,596-27.2% |
| Participant deferral / active EE | $3,538 | $3,384+4.5% | $5,637-37.2% | $4,027-12.1% |
| Admin fee / account holder | $357 | $5,755-93.8% | $14,673-97.6% | $5,403-93.4% |