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 | $48,876 | $107,791-54.7% | $90,645-46.1% | $135,375-63.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.54% | -0.90%-3.6pp | 1.88%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,429 | $3,018-52.7% | $2,532-43.6% | $4,779-70.1% |
| Participant deferral / active EE | $1,156 | $3,872-70.1% | $3,425-66.2% | $5,609-79.4% |
| Admin fee / account holder | $6,232 | $5,930+5.1% | $4,994+24.8% | $10,827-42.4% |