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 | $42,897 | $90,519-52.6% | $93,789-54.3% | $134,475-68.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.23% | -15.72%-2.5pp | -11.33%-6.9pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,606 | $4,343-17.0% | $4,323-16.6% | $4,740-23.9% |
| Participant deferral / active EE | $2,694 | $5,978-54.9% | $6,094-55.8% | $6,400-57.9% |
| Admin fee / account holder | $2,838 | $9,252-69.3% | $7,195-60.5% | $11,426-75.2% |