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 | $19,206 | $53,162-63.9% | $91,220-78.9% | $68,494-72.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -17.05% | -3.14%-13.9pp | 114.01%-131.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,852 | $1,709+183.8% | $2,850+70.2% | $2,596+86.9% |
| Participant deferral / active EE | $10,712 | $2,974+260.2% | $4,234+153.0% | $4,027+166.0% |
| Admin fee / account holder | $1,192 | $4,493-73.5% | $5,420-78.0% | $5,403-77.9% |