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 9-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 | $62,937 | $110,094-42.8% | $151,611-58.5% | $68,494-8.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.26% | -10.12%-5.1pp | 3.33%-18.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $6,042 | $4,471+35.1% | $6,166-2.0% | $2,596+132.7% |
| Participant deferral / active EE | $12,528 | $6,527+91.9% | $8,363+49.8% | $4,027+211.1% |
| Admin fee / account holder | $4,727 | $7,719-38.8% | $11,616-59.3% | $5,403-12.5% |