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 8-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 | $65,457 | $95,862-31.7% | $79,550-17.7% | $134,475-51.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.15% | -2.69%-12.5pp | 0.16%-15.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $10,662 | $3,128+240.9% | $2,413+341.9% | $4,740+125.0% |
| Participant deferral / active EE | $2,479 | $4,693-47.2% | $3,985-37.8% | $6,400-61.3% |
| Admin fee / account holder | $2,910 | $9,126-68.1% | $6,832-57.4% | $11,426-74.5% |