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 6-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 | $44,992 | $95,862-53.1% | $79,550-43.4% | $134,475-66.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -11.99% | -2.69%-9.3pp | 0.16%-12.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $3,731 | $3,128+19.3% | $2,413+54.6% | $4,740-21.3% |
| Participant deferral / active EE | $5,727 | $4,693+22.0% | $3,985+43.7% | $6,400-10.5% |
| Admin fee / account holder | $1,994 | $9,126-78.1% | $6,832-70.8% | $11,426-82.5% |