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 | $23,319 | $142,344-83.6% | $119,609-80.5% | $134,475-82.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.27% | -12.44%-5.8pp | -14.97%-3.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,193 | $5,222-58.0% | $4,232-48.2% | $4,740-53.7% |
| Participant deferral / active EE | $6,763 | $6,469+4.5% | $5,602+20.7% | $6,400+5.7% |
| Admin fee / account holder | $1,242 | $13,584-90.9% | $10,323-88.0% | $11,426-89.1% |