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 | $64,212 | $71,883-10.7% | $86,677-25.9% | $68,494-6.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.90% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,057 | $2,173+40.7% | $2,836+7.8% | $2,596+17.7% |
| Participant deferral / active EE | $3,618 | $3,779-4.2% | $4,656-22.3% | $4,027-10.2% |
| Admin fee / account holder | $21,666 | $6,112+254.5% | $7,493+189.1% | $5,403+301.0% |