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 | $42,179 | $81,900-48.5% | $119,609-64.7% | $68,494-38.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.00% | -23.82%+8.8pp | -14.97%0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $6,729 | $2,693+149.8% | $4,232+59.0% | $2,596+159.2% |
| Participant deferral / active EE | $6,076 | $4,148+46.5% | $5,602+8.5% | $4,027+50.9% |
| Admin fee / account holder | $1,153 | $6,582-82.5% | $10,323-88.8% | $5,403-78.7% |