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 | $55,459 | $82,664-32.9% | $125,339-55.8% | $68,494-19.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $8,550 | $3,381+152.9% | $4,814+77.6% | $2,596+229.3% |
| Participant deferral / active EE | $6,109 | $6,1100% | $7,446-18.0% | $4,027+51.7% |
| Admin fee / account holder | $1,614 | $6,275-74.3% | $10,010-83.9% | $5,403-70.1% |