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 | $54,416 | $54,350+0.1% | $82,719-34.2% | $68,494-20.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -18.21% | -13.67%-4.5pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,387 | $2,218+97.8% | $3,009+45.8% | $2,596+69.0% |
| Participant deferral / active EE | $7,568 | $3,246+133.2% | $4,395+72.2% | $4,027+87.9% |
| Admin fee / account holder | $2,247 | $4,395-48.9% | $5,329-57.8% | $5,403-58.4% |