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 | $54,561 | $82,664-34.0% | $125,339-56.5% | $68,494-20.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.98% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $7,042 | $3,381+108.3% | $4,814+46.3% | $2,596+171.2% |
| Participant deferral / active EE | $8,056 | $6,110+31.8% | $7,446+8.2% | $4,027+100.0% |
| Admin fee / account holder | $321 | $6,275-94.9% | $10,010-96.8% | $5,403-94.1% |