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 | $16,817 | $73,867-77.2% | $143,757-88.3% | $68,494-75.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.49% | 1.01%-13.5pp | -0.04%-12.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $4,041 | $3,184+26.9% | $4,951-18.4% | $2,596+55.7% |
| Participant deferral / active EE | $2,429 | $3,384-28.2% | $5,637-56.9% | $4,027-39.7% |
| Admin fee / account holder | $1,157 | $5,755-79.9% | $14,673-92.1% | $5,403-78.6% |