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 8-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 | $42,349 | $73,867-42.7% | $143,757-70.5% | $68,494-38.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.00% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $8,329 | $3,184+161.6% | $4,951+68.2% | $2,596+220.8% |
| Participant deferral / active EE | $5,911 | $3,384+74.7% | $5,637+4.9% | $4,027+46.8% |
| Admin fee / account holder | $3,409 | $5,755-40.8% | $14,673-76.8% | $5,403-36.9% |