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 5-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 | $23,528 | $82,664-71.5% | $125,339-81.2% | $68,494-65.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.42% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,957 | $3,381-12.5% | $4,814-38.6% | $2,596+13.9% |
| Participant deferral / active EE | $5,773 | $6,110-5.5% | $7,446-22.5% | $4,027+43.4% |
| Admin fee / account holder | $1,107 | $6,275-82.4% | $10,010-88.9% | $5,403-79.5% |