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 | $29,988 | $82,664-63.7% | $125,339-76.1% | $68,494-56.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -2.42% | -5.97%+3.5pp | 572.05%-574.5pp | -7.84%+5.4pp |
| Employer contribution / active EE | $3,527 | $3,381+4.3% | $4,814-26.7% | $2,596+35.9% |
| Participant deferral / active EE | $10,004 | $6,110+63.7% | $7,446+34.3% | $4,027+148.4% |
| Admin fee / account holder | $1,058 | $6,275-83.1% | $10,010-89.4% | $5,403-80.4% |