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 9-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 | $16,131 | $133,958-88.0% | $112,228-85.6% | $134,475-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.89% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,368 | $4,038-66.1% | $3,635-62.4% | $4,740-71.1% |
| Participant deferral / active EE | $2,850 | $5,291-46.1% | $4,728-39.7% | $6,400-55.5% |
| Admin fee / account holder | $3,338 | $7,489-55.4% | $6,410-47.9% | $11,426-70.8% |