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 | $45,396 | $95,193-52.3% | $76,523-40.7% | $135,375-66.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.78% | 4.85%-14.6pp | -0.27%-9.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $10,639 | $3,302+222.1% | $2,647+301.9% | $4,779+122.6% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,744 | $6,249+55.9% | $4,848+101.0% | $10,827-10.0% |