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 | $28,274 | $69,010-59.0% | $159,960-82.3% | $68,494-58.7% |
| Participation rate | 96.9% | 65.4%+31.5pp | 78.0%+18.9pp | 67.9%+29.0pp |
| Annual return | -17.06% | -9.65%-7.4pp | 408.60%-425.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,273 | $2,213+2.7% | $4,226-46.2% | $2,596-12.4% |
| Participant deferral / active EE | $2,965 | $4,212-29.6% | $6,182-52.0% | $4,027-26.4% |
| Admin fee / account holder | $1,569 | $4,798-67.3% | $8,698-82.0% | $5,403-71.0% |