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 | $37,190 | $82,664-55.0% | $125,339-70.3% | $68,494-45.7% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -13.81% | -5.97%-7.8pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,134 | $3,381-36.9% | $4,814-55.7% | $2,596-17.8% |
| Participant deferral / active EE | $3,402 | $6,110-44.3% | $7,446-54.3% | $4,027-15.5% |
| Admin fee / account holder | $2,620 | $6,275-58.3% | $10,010-73.8% | $5,403-51.5% |