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 | $29,824 | $54,350-45.1% | $82,719-63.9% | $68,494-56.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.75% | -13.67%-2.1pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,181 | $2,218+43.4% | $3,009+5.7% | $2,596+22.5% |
| Participant deferral / active EE | $4,199 | $3,246+29.3% | $4,395-4.5% | $4,027+4.3% |
| Admin fee / account holder | $1,802 | $4,395-59.0% | $5,329-66.2% | $5,403-66.6% |