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 | $28,077 | $54,350-48.3% | $82,719-66.1% | $68,494-59.0% |
| Participation rate | 72.1% | 63.9%+8.2pp | 72.6%-0.5pp | 67.9%+4.2pp |
| Annual return | -11.73% | -13.67%+1.9pp | 701.18%-712.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,674 | $2,218+65.6% | $3,009+22.1% | $2,596+41.5% |
| Participant deferral / active EE | $1,074 | $3,246-66.9% | $4,395-75.6% | $4,027-73.3% |
| Admin fee / account holder | $4,268 | $4,395-2.9% | $5,329-19.9% | $5,403-21.0% |