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 9-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 | $33,219 | $95,862-65.3% | $79,550-58.2% | $134,475-75.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.96% | -2.69%-8.3pp | 0.16%-11.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $7,048 | $3,128+125.3% | $2,413+192.1% | $4,740+48.7% |
| Participant deferral / active EE | $10,620 | $4,693+126.3% | $3,985+166.5% | $6,400+65.9% |
| Admin fee / account holder | $9,318 | $9,126+2.1% | $6,832+36.4% | $11,426-18.5% |