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 6-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 | $17,643 | $95,862-81.6% | $79,550-77.8% | $134,475-86.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.03% | -2.69%-14.3pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $977 | $3,128-68.8% | $2,413-59.5% | $4,740-79.4% |
| Participant deferral / active EE | $6,757 | $4,693+44.0% | $3,985+69.6% | $6,400+5.6% |
| Admin fee / account holder | $1,176 | $9,126-87.1% | $6,832-82.8% | $11,426-89.7% |