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 4-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 | $68,727 | $142,344-51.7% | $119,609-42.5% | $134,475-48.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.31% | -12.44%-0.9pp | -14.97%+1.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,300 | $5,222-56.0% | $4,232-45.7% | $4,740-51.5% |
| Participant deferral / active EE | $7,865 | $6,469+21.6% | $5,602+40.4% | $6,400+22.9% |
| Admin fee / account holder | $55,018 | $13,584+305.0% | $10,323+432.9% | $11,426+381.5% |