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 | $33,424 | $54,229-38.4% | $70,092-52.3% | $68,494-51.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.86% | -13.87%-3.0pp | 190.73%-207.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,259 | $2,018+11.9% | $2,559-11.7% | $2,596-13.0% |
| Participant deferral / active EE | $6,666 | $2,956+125.5% | $3,849+73.2% | $4,027+65.5% |
| Admin fee / account holder | $3,753 | $4,694-20.1% | $6,267-40.1% | $5,403-30.5% |