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 6-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 | $11,602 | $95,862-87.9% | $79,550-85.4% | $134,475-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.98% | -2.69%-11.3pp | 0.16%-14.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,925 | $3,128-6.5% | $2,413+21.2% | $4,740-38.3% |
| Participant deferral / active EE | $1,713 | $4,693-63.5% | $3,985-57.0% | $6,400-73.2% |
| Admin fee / account holder | $418 | $9,126-95.4% | $6,832-93.9% | $11,426-96.3% |