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 | $59,752 | $42,383+41.0% | $76,523-21.9% | $64,186-6.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -8.10% | -16.54%+8.4pp | -0.27%-7.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,835 | $1,563+81.4% | $2,647+7.1% | $2,381+19.1% |
| Participant deferral / active EE | $7,356 | $2,566+186.6% | $3,835+91.8% | $3,470+112.0% |
| Admin fee / account holder | $4,010 | $3,198+25.4% | $4,848-17.3% | $4,888-18.0% |