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 8-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 | $35,194 | $54,350-35.2% | $82,719-57.5% | $68,494-48.6% |
| Participation rate | 89.2% | 63.9%+25.3pp | 72.6%+16.6pp | 67.9%+21.3pp |
| Annual return | -19.12% | -13.67%-5.5pp | 701.18%-720.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,534 | $2,218+59.3% | $3,009+17.5% | $2,596+36.1% |
| Participant deferral / active EE | $5,738 | $3,246+76.8% | $4,395+30.6% | $4,027+42.5% |
| Admin fee / account holder | $1,471 | $4,395-66.5% | $5,329-72.4% | $5,403-72.8% |