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 | $43,481 | $95,862-54.6% | $79,550-45.3% | $134,475-67.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.81% | -2.69%-15.1pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $9,628 | $3,128+207.8% | $2,413+299.0% | $4,740+103.1% |
| Participant deferral / active EE | $2,400 | $4,693-48.9% | $3,985-39.8% | $6,400-62.5% |
| Admin fee / account holder | $1,797 | $9,126-80.3% | $6,832-73.7% | $11,426-84.3% |