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 | $28,924 | $105,860-72.7% | $90,749-68.1% | $134,475-78.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.74% | -11.01%-7.7pp | -12.16%-6.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,852 | $3,462-17.6% | $2,921-2.4% | $4,740-39.8% |
| Participant deferral / active EE | $5,869 | $5,216+12.5% | $4,564+28.6% | $6,400-8.3% |
| Admin fee / account holder | $1,480 | $13,938-89.4% | $8,445-82.5% | $11,426-87.0% |