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 7-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 | $36,983 | $95,862-61.4% | $79,550-53.5% | $134,475-72.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.50% | -2.69%-14.8pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $9,019 | $3,128+188.3% | $2,413+273.8% | $4,740+90.3% |
| Participant deferral / active EE | $5,623 | $4,693+19.8% | $3,985+41.1% | $6,400-12.1% |
| Admin fee / account holder | $2,322 | $9,126-74.6% | $6,832-66.0% | $11,426-79.7% |