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 | $17,515 | $46,674-62.5% | $117,472-85.1% | $68,494-74.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -6.21% | -14.52%+8.3pp | 29.74%-35.9pp | -7.84%+1.6pp |
| Employer contribution / active EE | $1,933 | $1,505+28.5% | $4,176-53.7% | $2,596-25.5% |
| Participant deferral / active EE | $2,935 | $2,636+11.3% | $4,070-27.9% | $4,027-27.1% |
| Admin fee / account holder | $488 | $4,020-87.9% | $5,645-91.4% | $5,403-91.0% |