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 | $77,072 | $95,862-19.6% | $79,550-3.1% | $134,475-42.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.53% | -2.69%-12.8pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,693 | $3,128+18.1% | $2,413+53.0% | $4,740-22.1% |
| Participant deferral / active EE | $4,884 | $4,693+4.1% | $3,985+22.5% | $6,400-23.7% |
| Admin fee / account holder | $439 | $9,126-95.2% | $6,832-93.6% | $11,426-96.2% |