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 | $37,990 | $95,862-60.4% | $79,550-52.2% | $134,475-71.7% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -18.40% | -2.69%-15.7pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,289 | $3,128+37.1% | $2,413+77.7% | $4,740-9.5% |
| Participant deferral / active EE | $9,360 | $4,693+99.5% | $3,985+134.9% | $6,400+46.3% |
| Admin fee / account holder | $300 | $9,126-96.7% | $6,832-95.6% | $11,426-97.4% |