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 | $25,272 | $79,633-68.3% | $93,789-73.1% | $68,494-63.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -13.96% | -0.10%-13.9pp | -11.33%-2.6pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,955 | $3,665+7.9% | $4,323-8.5% | $2,596+52.3% |
| Participant deferral / active EE | $8,095 | $5,158+57.0% | $6,094+32.8% | $4,027+101.0% |
| Admin fee / account holder | $2,284 | $6,871-66.8% | $7,195-68.3% | $5,403-57.7% |