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 7-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 | $25,972 | $54,350-52.2% | $82,719-68.6% | $68,494-62.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.53% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,130 | $2,218-49.1% | $3,009-62.4% | $2,596-56.5% |
| Participant deferral / active EE | $1,567 | $3,246-51.7% | $4,395-64.3% | $4,027-61.1% |
| Admin fee / account holder | $1,883 | $4,395-57.2% | $5,329-64.7% | $5,403-65.1% |