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 | $52,560 | $82,664-36.4% | $125,339-58.1% | $68,494-23.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.09% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,598 | $3,381+6.4% | $4,814-25.2% | $2,596+38.6% |
| Participant deferral / active EE | $7,332 | $6,110+20.0% | $7,446-1.5% | $4,027+82.1% |
| Admin fee / account holder | $1,389 | $6,275-77.9% | $10,010-86.1% | $5,403-74.3% |