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 | $47,679 | $82,664-42.3% | $125,339-62.0% | $68,494-30.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.96% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,259 | $3,381-3.6% | $4,814-32.3% | $2,596+25.5% |
| Participant deferral / active EE | $10,720 | $6,110+75.4% | $7,446+44.0% | $4,027+166.2% |
| Admin fee / account holder | $3,437 | $6,275-45.2% | $10,010-65.7% | $5,403-36.4% |