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 6-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 | $20,856 | $48,265-56.8% | $68,791-69.7% | $68,494-69.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -19.57% | -12.71%-6.9pp | -6.38%-13.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $5,828 | $1,829+218.7% | $2,655+119.5% | $2,596+124.5% |
| Participant deferral / active EE | $3,795 | $2,867+32.4% | $3,941-3.7% | $4,027-5.8% |
| Admin fee / account holder | $959 | $4,355-78.0% | $4,932-80.6% | $5,403-82.2% |