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 | $29,333 | $54,350-46.0% | $82,719-64.5% | $68,494-57.2% |
| Participation rate | 90.6% | 63.9%+26.7pp | 72.6%+18.1pp | 67.9%+22.7pp |
| Annual return | -18.91% | -13.67%-5.2pp | 701.18%-720.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,271 | $2,218+47.5% | $3,009+8.7% | $2,596+26.0% |
| Participant deferral / active EE | $7,914 | $3,246+143.8% | $4,395+80.1% | $4,027+96.5% |
| Admin fee / account holder | $4,261 | $4,395-3.1% | $5,329-20.0% | $5,403-21.1% |