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 | $56,185 | $82,664-32.0% | $125,339-55.2% | $68,494-18.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.90% | -5.97%-2.9pp | 572.05%-581.0pp | -7.84%-1.1pp |
| Employer contribution / active EE | $6,527 | $3,381+93.0% | $4,814+35.6% | $2,596+151.4% |
| Participant deferral / active EE | $7,409 | $6,110+21.3% | $7,446-0.5% | $4,027+84.0% |
| Admin fee / account holder | $7,583 | $6,275+20.8% | $10,010-24.2% | $5,403+40.4% |