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 | $24,111 | $95,862-74.8% | $79,550-69.7% | $134,475-82.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.88% | -2.69%-16.2pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,846 | $3,128+54.9% | $2,413+100.8% | $4,740+2.2% |
| Participant deferral / active EE | $9,680 | $4,693+106.3% | $3,985+142.9% | $6,400+51.3% |
| Admin fee / account holder | $1,685 | $9,126-81.5% | $6,832-75.3% | $11,426-85.3% |