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 | $64,583 | $73,867-12.6% | $143,757-55.1% | $68,494-5.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.84% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,418 | $3,184+7.4% | $4,951-31.0% | $2,596+31.7% |
| Participant deferral / active EE | $5,967 | $3,384+76.3% | $5,637+5.9% | $4,027+48.2% |
| Admin fee / account holder | $1,095 | $5,755-81.0% | $14,673-92.5% | $5,403-79.7% |