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 | $66,940 | $95,862-30.2% | $79,550-15.9% | $134,475-50.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.09% | -2.69%-17.4pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $13,715 | $3,128+338.4% | $2,413+468.3% | $4,740+189.4% |
| Participant deferral / active EE | $7,675 | $4,693+63.5% | $3,985+92.6% | $6,400+19.9% |
| Admin fee / account holder | $3,629 | $9,126-60.2% | $6,832-46.9% | $11,426-68.2% |