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 | $42,351 | $82,286-48.5% | $68,791-38.4% | $134,475-68.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.25% | -2.19%-13.1pp | -6.38%-8.9pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,222 | $3,301-32.7% | $2,655-16.3% | $4,740-53.1% |
| Participant deferral / active EE | $2,154 | $4,739-54.5% | $3,941-45.3% | $6,400-66.3% |
| Admin fee / account holder | $471 | $6,481-92.7% | $4,932-90.5% | $11,426-95.9% |