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 | $35,922 | $82,664-56.5% | $125,339-71.3% | $68,494-47.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,131 | $3,381-66.6% | $4,814-76.5% | $2,596-56.4% |
| Participant deferral / active EE | $5,061 | $6,110-17.2% | $7,446-32.0% | $4,027+25.7% |
| Admin fee / account holder | $1,880 | $6,275-70.0% | $10,010-81.2% | $5,403-65.2% |