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 | $64,018 | $82,664-22.6% | $125,339-48.9% | $68,494-6.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.52% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,394 | $3,381+30.0% | $4,814-8.7% | $2,596+69.2% |
| Participant deferral / active EE | $6,163 | $6,110+0.9% | $7,446-17.2% | $4,027+53.0% |
| Admin fee / account holder | $912 | $6,275-85.5% | $10,010-90.9% | $5,403-83.1% |