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 7-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 | $36,326 | $82,664-56.1% | $125,339-71.0% | $68,494-47.0% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -13.91% | -5.97%-7.9pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,962 | $6,110+30.3% | $7,446+6.9% | $4,027+97.7% |
| Admin fee / account holder | $9,683 | $6,275+54.3% | $10,010-3.3% | $5,403+79.2% |