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 | $39,168 | $73,867-47.0% | $143,757-72.8% | $68,494-42.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.05% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,202 | $3,184+32.0% | $4,951-15.1% | $2,596+61.8% |
| Participant deferral / active EE | $4,520 | $3,384+33.5% | $5,637-19.8% | $4,027+12.2% |
| Admin fee / account holder | $8,869 | $5,755+54.1% | $14,673-39.6% | $5,403+64.2% |