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 8-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 | $35,887 | $82,664-56.6% | $125,339-71.4% | $68,494-47.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.49% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,981 | $3,381+17.7% | $4,814-17.3% | $2,596+53.3% |
| Participant deferral / active EE | $8,833 | $6,110+44.6% | $7,446+18.6% | $4,027+119.3% |
| Admin fee / account holder | $1,152 | $6,275-81.6% | $10,010-88.5% | $5,403-78.7% |