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 | $14,317 | $54,350-73.7% | $82,719-82.7% | $68,494-79.1% |
| Participation rate | 93.0% | 63.9%+29.1pp | 72.6%+20.5pp | 67.9%+25.1pp |
| Annual return | -18.13% | -13.67%-4.5pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,444 | $2,218+55.3% | $3,009+14.5% | $2,596+32.6% |
| Participant deferral / active EE | $5,020 | $3,246+54.7% | $4,395+14.2% | $4,027+24.7% |
| Admin fee / account holder | $939 | $4,395-78.6% | $5,329-82.4% | $5,403-82.6% |