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 6-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 | $36,549 | $54,229-32.6% | $70,092-47.9% | $68,494-46.6% |
| Participation rate | 91.3% | 64.5%+26.8pp | 70.5%+20.8pp | 67.9%+23.4pp |
| Annual return | -15.70% | -13.87%-1.8pp | 190.73%-206.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,314 | $2,018+64.2% | $2,559+29.5% | $2,596+27.6% |
| Participant deferral / active EE | $6,395 | $2,956+116.4% | $3,849+66.2% | $4,027+58.8% |
| Admin fee / account holder | $3,138 | $4,694-33.2% | $6,267-49.9% | $5,403-41.9% |