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 8-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 | $35,754 | $82,664-56.7% | $125,339-71.5% | $68,494-47.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.97% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,416 | $3,381+30.6% | $4,814-8.3% | $2,596+70.1% |
| Participant deferral / active EE | $8,677 | $6,110+42.0% | $7,446+16.5% | $4,027+115.5% |
| Admin fee / account holder | $1,100 | $6,275-82.5% | $10,010-89.0% | $5,403-79.6% |