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 | $17,946 | $82,286-78.2% | $68,791-73.9% | $134,475-86.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.12% | -2.19%-14.9pp | -6.38%-10.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,507 | $3,301-54.3% | $2,655-43.2% | $4,740-68.2% |
| Participant deferral / active EE | $4,668 | $4,739-1.5% | $3,941+18.4% | $6,400-27.1% |
| Admin fee / account holder | $3,227 | $6,481-50.2% | $4,932-34.6% | $11,426-71.8% |