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 | $20,036 | $105,860-81.1% | $90,749-77.9% | $134,475-85.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.60% | -11.01%-7.6pp | -12.16%-6.4pp | 417.96%-436.6pp |
| Employer contribution / active EE | $681 | $3,462-80.3% | $2,921-76.7% | $4,740-85.6% |
| Participant deferral / active EE | $3,843 | $5,216-26.3% | $4,564-15.8% | $6,400-39.9% |
| Admin fee / account holder | $575 | $13,938-95.9% | $8,445-93.2% | $11,426-95.0% |