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 | $24,426 | $44,850-45.5% | $60,547-59.7% | $59,632-59.0% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -0.49% | 1074.14%-1074.6pp | 335.64%-336.1pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $5,402 | $1,462+269.5% | $2,419+123.3% | $2,203+145.2% |
| Participant deferral / active EE | $2,546 | $2,230+14.2% | $3,328-23.5% | $3,192-20.2% |
| Admin fee / account holder | $1,420 | $3,635-60.9% | $4,536-68.7% | $4,297-66.9% |