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 5-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 | $16,487 | $105,860-84.4% | $90,749-81.8% | $134,475-87.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.73% | -11.01%-1.7pp | -12.16%-0.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $5,069 | $3,462+46.4% | $2,921+73.5% | $4,740+6.9% |
| Participant deferral / active EE | $9,870 | $5,216+89.2% | $4,564+116.2% | $6,400+54.2% |
| Admin fee / account holder | $56,741 | $13,938+307.1% | $8,445+571.9% | $11,426+396.6% |