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 7-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 | $81,145 | $110,094-26.3% | $151,611-46.5% | $68,494+18.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.84% | -10.12%-3.7pp | 3.33%-17.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $4,931 | $4,471+10.3% | $6,166-20.0% | $2,596+89.9% |
| Participant deferral / active EE | $7,191 | $6,527+10.2% | $8,363-14.0% | $4,027+78.6% |
| Admin fee / account holder | $596 | $7,719-92.3% | $11,616-94.9% | $5,403-89.0% |