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 5-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 | $25,853 | $95,862-73.0% | $79,550-67.5% | $134,475-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.58% | -2.69%-12.9pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,545 | $3,128+77.3% | $2,413+129.8% | $4,740+17.0% |
| Participant deferral / active EE | $5,509 | $4,693+17.4% | $3,985+38.2% | $6,400-13.9% |
| Admin fee / account holder | $307 | $9,126-96.6% | $6,832-95.5% | $11,426-97.3% |