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 8-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 | $38,439 | $82,664-53.5% | $125,339-69.3% | $68,494-43.9% |
| Participation rate | 82.5% | 75.0%+7.5pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -18.51% | -5.97%-12.5pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,238 | $3,381-33.8% | $4,814-53.5% | $2,596-13.8% |
| Participant deferral / active EE | $4,130 | $6,110-32.4% | $7,446-44.5% | $4,027+2.5% |
| Admin fee / account holder | $905 | $6,275-85.6% | $10,010-91.0% | $5,403-83.2% |