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 | $20,348 | $82,286-75.3% | $68,791-70.4% | $134,475-84.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.42% | -2.19%-10.2pp | -6.38%-6.0pp | 417.96%-430.4pp |
| Employer contribution / active EE | $7,896 | $3,301+139.2% | $2,655+197.4% | $4,740+66.6% |
| Participant deferral / active EE | $4,497 | $4,739-5.1% | $3,941+14.1% | $6,400-29.7% |
| Admin fee / account holder | $1,895 | $6,481-70.8% | $4,932-61.6% | $11,426-83.4% |