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 9-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 | $55,242 | $75,935-27.3% | $60,547-8.8% | $125,391-55.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.65% | -5.38%+2.7pp | 335.64%-338.3pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,675 | $3,438-22.2% | $2,419+10.6% | $4,866-45.0% |
| Participant deferral / active EE | $6,685 | $4,506+48.3% | $3,328+100.9% | $5,352+24.9% |
| Admin fee / account holder | $34,474 | $6,768+409.4% | $4,536+660.0% | $9,540+261.3% |