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 6-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 | $25,461 | $54,350-53.2% | $82,719-69.2% | $68,494-62.8% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.7pp | 67.9%+30.3pp |
| Annual return | -11.12% | -13.67%+2.5pp | 701.18%-712.3pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,405 | $2,218+8.4% | $3,009-20.1% | $2,596-7.4% |
| Participant deferral / active EE | $2,941 | $3,246-9.4% | $4,395-33.1% | $4,027-27.0% |
| Admin fee / account holder | $2,253 | $4,395-48.7% | $5,329-57.7% | $5,403-58.3% |