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 | $56,588 | $49,177+15.1% | $79,464-28.8% | $64,186-11.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.03% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,511 | $2,076-27.2% | $2,800-46.1% | $2,381-36.5% |
| Participant deferral / active EE | $3,651 | $2,821+29.4% | $3,704-1.4% | $3,470+5.2% |
| Admin fee / account holder | $5,662 | $3,839+47.5% | $5,113+10.7% | $4,888+15.8% |