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 4-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 | $44,748 | $82,286-45.6% | $68,791-35.0% | $134,475-66.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.68% | -2.19%-15.5pp | -6.38%-11.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,553 | $3,301+7.6% | $2,655+33.8% | $4,740-25.0% |
| Participant deferral / active EE | $5,961 | $4,739+25.8% | $3,941+51.3% | $6,400-6.8% |
| Admin fee / account holder | $1,258 | $6,481-80.6% | $4,932-74.5% | $11,426-89.0% |