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 | $31,715 | $59,107-46.3% | $86,436-63.3% | $68,494-53.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.05% | -0.23%-17.8pp | 4394.89%-4412.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,454 | $2,519-42.3% | $3,769-61.4% | $2,596-44.0% |
| Participant deferral / active EE | $5,608 | $5,901-5.0% | $6,952-19.3% | $4,027+39.3% |
| Admin fee / account holder | $1,635 | $5,637-71.0% | $6,731-75.7% | $5,403-69.7% |