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 | $40,749 | $95,862-57.5% | $79,550-48.8% | $134,475-69.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.40% | -2.69%-13.7pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,407 | $3,128+104.8% | $2,413+165.5% | $4,740+35.2% |
| Participant deferral / active EE | $7,384 | $4,693+57.4% | $3,985+85.3% | $6,400+15.4% |
| Admin fee / account holder | $366 | $9,126-96.0% | $6,832-94.6% | $11,426-96.8% |