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 | $39,580 | $69,010-42.6% | $159,960-75.3% | $68,494-42.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.19% | -9.65%-7.5pp | 408.60%-425.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,173 | $2,213+43.4% | $4,226-24.9% | $2,596+22.2% |
| Participant deferral / active EE | $8,591 | $4,212+104.0% | $6,182+39.0% | $4,027+113.3% |
| Admin fee / account holder | $2,109 | $4,798-56.0% | $8,698-75.8% | $5,403-61.0% |