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 7-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 | $11,889 | $95,862-87.6% | $79,550-85.1% | $134,475-91.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.42% | -2.69%-16.7pp | 0.16%-19.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,547 | $3,128-50.5% | $2,413-35.9% | $4,740-67.4% |
| Participant deferral / active EE | $4,473 | $4,693-4.7% | $3,985+12.2% | $6,400-30.1% |
| Admin fee / account holder | $799 | $9,126-91.2% | $6,832-88.3% | $11,426-93.0% |