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 | $25,449 | $56,357-54.8% | $104,294-75.6% | $68,494-62.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -14.59% | -9.19%-5.4pp | 24.61%-39.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,046 | $1,960+106.4% | $3,372+20.0% | $2,596+55.8% |
| Participant deferral / active EE | $7,984 | $3,077+159.5% | $4,625+72.6% | $4,027+98.3% |
| Admin fee / account holder | $5,230 | $4,903+6.7% | $7,339-28.7% | $5,403-3.2% |