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 | $24,139 | $82,286-70.7% | $68,791-64.9% | $134,475-82.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.06% | -2.19%-7.9pp | -6.38%-3.7pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,737 | $3,301-47.4% | $2,655-34.6% | $4,740-63.4% |
| Participant deferral / active EE | $2,382 | $4,739-49.7% | $3,941-39.6% | $6,400-62.8% |
| Admin fee / account holder | $4,712 | $6,481-27.3% | $4,932-4.5% | $11,426-58.8% |