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 | $38,590 | $95,862-59.7% | $79,550-51.5% | $134,475-71.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.96% | -2.69%-16.3pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $6,413 | $3,128+105.0% | $2,413+165.7% | $4,740+35.3% |
| Participant deferral / active EE | $11,319 | $4,693+141.2% | $3,985+184.0% | $6,400+76.9% |
| Admin fee / account holder | $51,846 | $9,126+468.1% | $6,832+658.8% | $11,426+353.8% |