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 10-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 | $35,788 | $54,350-34.2% | $82,719-56.7% | $68,494-47.8% |
| Participation rate | 88.1% | 63.9%+24.2pp | 72.6%+15.5pp | 67.9%+20.2pp |
| Annual return | -16.87% | -13.67%-3.2pp | 701.18%-718.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,038 | $2,218+82.0% | $3,009+34.2% | $2,596+55.5% |
| Participant deferral / active EE | $7,071 | $3,246+117.8% | $4,395+60.9% | $4,027+75.6% |
| Admin fee / account holder | $7,914 | $4,395+80.1% | $5,329+48.5% | $5,403+46.5% |