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 | $44,750 | $95,862-53.3% | $79,550-43.7% | $134,475-66.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.90% | -2.69%-17.2pp | 0.16%-20.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $9,480 | $3,128+203.1% | $2,413+292.9% | $4,740+100.0% |
| Participant deferral / active EE | $6,794 | $4,693+44.8% | $3,985+70.5% | $6,400+6.2% |
| Admin fee / account holder | $733 | $9,126-92.0% | $6,832-89.3% | $11,426-93.6% |