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 | $27,652 | $82,664-66.5% | $125,339-77.9% | $68,494-59.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.41% | -5.97%-12.4pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,991 | $3,381-41.1% | $4,814-58.6% | $2,596-23.3% |
| Participant deferral / active EE | $4,074 | $6,110-33.3% | $7,446-45.3% | $4,027+1.2% |
| Admin fee / account holder | $503 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |