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 | $48,970 | $54,350-9.9% | $82,719-40.8% | $68,494-28.5% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -17.31% | -13.67%-3.6pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,624 | $2,218+18.3% | $3,009-12.8% | $2,596+1.1% |
| Participant deferral / active EE | $8,028 | $3,246+147.3% | $4,395+82.7% | $4,027+99.4% |
| Admin fee / account holder | $311 | $4,395-92.9% | $5,329-94.2% | $5,403-94.2% |