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 | $26,537 | $95,862-72.3% | $79,550-66.6% | $134,475-80.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.41% | -2.69%-17.7pp | 0.16%-20.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,542 | $3,128+13.2% | $2,413+46.8% | $4,740-25.3% |
| Participant deferral / active EE | $9,095 | $4,693+93.8% | $3,985+128.2% | $6,400+42.1% |
| Admin fee / account holder | $5,654 | $9,126-38.0% | $6,832-17.3% | $11,426-50.5% |