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 | $42,765 | $82,664-48.3% | $125,339-65.9% | $68,494-37.6% |
| Participation rate | 82.8% | 75.0%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -17.24% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,217 | $3,381-34.4% | $4,814-53.9% | $2,596-14.6% |
| Participant deferral / active EE | $5,230 | $6,110-14.4% | $7,446-29.8% | $4,027+29.9% |
| Admin fee / account holder | $967 | $6,275-84.6% | $10,010-90.3% | $5,403-82.1% |