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 | $51,179 | $90,519-43.5% | $93,789-45.4% | $134,475-61.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.05% | -15.72%-3.3pp | -11.33%-7.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,172 | $4,343+42.1% | $4,323+42.8% | $4,740+30.2% |
| Participant deferral / active EE | $9,000 | $5,978+50.5% | $6,094+47.7% | $6,400+40.6% |
| Admin fee / account holder | $435 | $9,252-95.3% | $7,195-94.0% | $11,426-96.2% |