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 7-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 | $28,665 | $82,664-65.3% | $125,339-77.1% | $68,494-58.2% |
| Participation rate | 71.7% | 75.0%-3.4pp | 82.4%-10.7pp | 67.9%+3.8pp |
| Annual return | -18.03% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,162 | $3,381+23.1% | $4,814-13.5% | $2,596+60.3% |
| Participant deferral / active EE | $8,372 | $6,110+37.0% | $7,446+12.4% | $4,027+107.9% |
| Admin fee / account holder | $2,041 | $6,275-67.5% | $10,010-79.6% | $5,403-62.2% |