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 | $14,834 | $95,862-84.5% | $79,550-81.4% | $134,475-89.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.27% | -2.69%-12.6pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,149 | $3,128-31.3% | $2,413-10.9% | $4,740-54.7% |
| Participant deferral / active EE | $6,501 | $4,693+38.5% | $3,985+63.1% | $6,400+1.6% |
| Admin fee / account holder | $694 | $9,126-92.4% | $6,832-89.8% | $11,426-93.9% |