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 | $34,686 | $54,350-36.2% | $82,719-58.1% | $68,494-49.4% |
| Participation rate | 79.2% | 63.9%+15.3pp | 72.6%+6.7pp | 67.9%+11.4pp |
| Annual return | -14.08% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,629 | $2,218+18.5% | $3,009-12.6% | $2,596+1.3% |
| Participant deferral / active EE | $6,728 | $3,246+107.3% | $4,395+53.1% | $4,027+67.1% |
| Admin fee / account holder | $6,313 | $4,395+43.6% | $5,329+18.5% | $5,403+16.9% |