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 | $26,259 | $82,664-68.2% | $125,339-79.0% | $68,494-61.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.11% | -5.97%-13.1pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,089 | $3,381-8.6% | $4,814-35.8% | $2,596+19.0% |
| Participant deferral / active EE | $5,266 | $6,110-13.8% | $7,446-29.3% | $4,027+30.8% |
| Admin fee / account holder | $724 | $6,275-88.5% | $10,010-92.8% | $5,403-86.6% |