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 | $41,550 | $54,350-23.6% | $82,719-49.8% | $68,494-39.3% |
| Participation rate | 97.2% | 63.9%+33.3pp | 72.6%+24.7pp | 67.9%+29.3pp |
| Annual return | -16.94% | -13.67%-3.3pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,304 | $2,218+3.9% | $3,009-23.4% | $2,596-11.3% |
| Participant deferral / active EE | $5,599 | $3,246+72.5% | $4,395+27.4% | $4,027+39.0% |
| Admin fee / account holder | $1,084 | $4,395-75.3% | $5,329-79.7% | $5,403-79.9% |