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 6-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 | $38,641 | $82,664-53.3% | $125,339-69.2% | $68,494-43.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.16% | -5.97%-2.2pp | 572.05%-580.2pp | -7.84%-0.3pp |
| Employer contribution / active EE | $1,998 | $3,381-40.9% | $4,814-58.5% | $2,596-23.0% |
| Participant deferral / active EE | $8,348 | $6,110+36.6% | $7,446+12.1% | $4,027+107.3% |
| Admin fee / account holder | $1,282 | $6,275-79.6% | $10,010-87.2% | $5,403-76.3% |