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 | $52,138 | $54,350-4.1% | $82,719-37.0% | $68,494-23.9% |
| Participation rate | 81.4% | 63.9%+17.5pp | 72.6%+8.8pp | 67.9%+13.5pp |
| Annual return | -17.99% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,249 | $2,218+46.5% | $3,009+8.0% | $2,596+25.1% |
| Participant deferral / active EE | $7,298 | $3,246+124.8% | $4,395+66.1% | $4,027+81.2% |
| Admin fee / account holder | $1,969 | $4,395-55.2% | $5,329-63.0% | $5,403-63.5% |