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 | $13,347 | $82,286-83.8% | $68,791-80.6% | $134,475-90.1% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | -18.56% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,695 | $3,301-48.6% | $2,655-36.2% | $4,740-64.2% |
| Participant deferral / active EE | $2,653 | $4,739-44.0% | $3,941-32.7% | $6,400-58.5% |
| Admin fee / account holder | $4,548 | $6,481-29.8% | $4,932-7.8% | $11,426-60.2% |