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 4-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 | $28,627 | $44,642-35.9% | $91,220-68.6% | $66,914-57.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | -15.24% | -12.29%-2.9pp | 114.01%-129.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,454 | $1,706+43.8% | $2,850-13.9% | $2,544-3.5% |
| Participant deferral / active EE | $4,725 | $3,349+41.1% | $4,234+11.6% | $4,237+11.5% |
| Admin fee / account holder | $1,654 | $521+217.1% | $5,420-69.5% | $593+178.7% |