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 7-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 | $20,838 | $82,664-74.8% | $125,339-83.4% | $68,494-69.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -5.65% | -5.97%+0.3pp | 572.05%-577.7pp | -7.84%+2.2pp |
| Employer contribution / active EE | $2,279 | $3,381-32.6% | $4,814-52.7% | $2,596-12.2% |
| Participant deferral / active EE | $8,891 | $6,110+45.5% | $7,446+19.4% | $4,027+120.8% |
| Admin fee / account holder | $1,984 | $6,275-68.4% | $10,010-80.2% | $5,403-63.3% |