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 7-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 | $9,035 | $82,286-89.0% | $68,791-86.9% | $134,475-93.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.24% | -2.19%-18.0pp | -6.38%-13.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,372 | $3,301-58.4% | $2,655-48.3% | $4,740-71.0% |
| Participant deferral / active EE | $2,268 | $4,739-52.1% | $3,941-42.4% | $6,400-64.6% |
| Admin fee / account holder | $616 | $6,481-90.5% | $4,932-87.5% | $11,426-94.6% |