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 3-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 | $28,844 | $59,107-51.2% | $86,436-66.6% | $68,494-57.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.82% | -0.23%-14.6pp | 4394.89%-4409.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,432 | $2,519+36.3% | $3,769-8.9% | $2,596+32.2% |
| Participant deferral / active EE | $7,338 | $5,901+24.3% | $6,952+5.6% | $4,027+82.2% |
| Admin fee / account holder | $453 | $5,637-92.0% | $6,731-93.3% | $5,403-91.6% |