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 | $46,615 | $46,674-0.1% | $117,472-60.3% | $68,494-31.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.04% | -14.52%-2.5pp | 29.74%-46.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,294 | $1,505+118.9% | $4,176-21.1% | $2,596+26.9% |
| Participant deferral / active EE | $3,623 | $2,636+37.4% | $4,070-11.0% | $4,027-10.0% |
| Admin fee / account holder | $2,991 | $4,020-25.6% | $5,645-47.0% | $5,403-44.6% |