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 | $50,557 | $95,862-47.3% | $79,550-36.4% | $134,475-62.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.02% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $15,774 | $3,128+404.3% | $2,413+553.7% | $4,740+232.8% |
| Participant deferral / active EE | $5,979 | $4,693+27.4% | $3,985+50.0% | $6,400-6.6% |
| Admin fee / account holder | $4,058 | $9,126-55.5% | $6,832-40.6% | $11,426-64.5% |