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 4-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 | $39,196 | $82,286-52.4% | $68,791-43.0% | $134,475-70.9% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -18.43% | -2.19%-16.2pp | -6.38%-12.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,410 | $3,301-27.0% | $2,655-9.2% | $4,740-49.1% |
| Participant deferral / active EE | $6,632 | $4,739+40.0% | $3,941+68.3% | $6,400+3.6% |
| Admin fee / account holder | $602 | $6,481-90.7% | $4,932-87.8% | $11,426-94.7% |