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 | $64,005 | $64,707-1.1% | $112,228-43.0% | $68,494-6.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -3.54% | -11.40%+7.9pp | 27.45%-31.0pp | -7.84%+4.3pp |
| Employer contribution / active EE | $1,814 | $2,746-34.0% | $3,635-50.1% | $2,596-30.1% |
| Participant deferral / active EE | $4,217 | $3,565+18.3% | $4,728-10.8% | $4,027+4.7% |
| Admin fee / account holder | $1,063 | $5,232-79.7% | $6,410-83.4% | $5,403-80.3% |