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 | $30,914 | $56,357-45.1% | $104,294-70.4% | $68,494-54.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -17.67% | -9.19%-8.5pp | 24.61%-42.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,303 | $1,960+170.5% | $3,372+57.3% | $2,596+104.2% |
| Participant deferral / active EE | $6,872 | $3,077+123.3% | $4,625+48.6% | $4,027+70.6% |
| Admin fee / account holder | $2,158 | $4,903-56.0% | $7,339-70.6% | $5,403-60.1% |