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 | $29,534 | $49,177-39.9% | $79,464-62.8% | $64,186-54.0% |
| Participation rate | 73.6% | 65.0%+8.6pp | 73.3%+0.3pp | 69.6%+4.1pp |
| Annual return | -3.09% | -1.16%-1.9pp | 718.14%-721.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,968 | $2,076-5.2% | $2,800-29.7% | $2,381-17.3% |
| Participant deferral / active EE | $4,208 | $2,821+49.2% | $3,704+13.6% | $3,470+21.3% |
| Admin fee / account holder | $1,344 | $3,839-65.0% | $5,113-73.7% | $4,888-72.5% |