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 | $31,078 | $64,707-52.0% | $112,228-72.3% | $68,494-54.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.56% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,834 | $2,746+39.6% | $3,635+5.5% | $2,596+47.7% |
| Participant deferral / active EE | $7,691 | $3,565+115.8% | $4,728+62.7% | $4,027+91.0% |
| Admin fee / account holder | $1,350 | $5,232-74.2% | $6,410-78.9% | $5,403-75.0% |