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 | $21,393 | $95,862-77.7% | $79,550-73.1% | $134,475-84.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.22% | -2.69%-14.5pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,510 | $3,128+12.2% | $2,413+45.5% | $4,740-25.9% |
| Participant deferral / active EE | $9,843 | $4,693+109.7% | $3,985+147.0% | $6,400+53.8% |
| Admin fee / account holder | $4,266 | $9,126-53.3% | $6,832-37.6% | $11,426-62.7% |