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 | $23,222 | $82,664-71.9% | $125,339-81.5% | $68,494-66.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -5.21% | -5.97%+0.8pp | 572.05%-577.3pp | -7.84%+2.6pp |
| Employer contribution / active EE | $2,394 | $3,381-29.2% | $4,814-50.3% | $2,596-7.8% |
| Participant deferral / active EE | $7,997 | $6,110+30.9% | $7,446+7.4% | $4,027+98.6% |
| Admin fee / account holder | $3,287 | $6,275-47.6% | $10,010-67.2% | $5,403-39.2% |