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 | $29,733 | $69,010-56.9% | $159,960-81.4% | $68,494-56.6% |
| Participation rate | 92.9% | 65.4%+27.4pp | 78.0%+14.9pp | 67.9%+25.0pp |
| Annual return | -19.02% | -9.65%-9.4pp | 408.60%-427.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,296 | $2,213+48.9% | $4,226-22.0% | $2,596+27.0% |
| Participant deferral / active EE | $7,009 | $4,212+66.4% | $6,182+13.4% | $4,027+74.0% |
| Admin fee / account holder | $3,134 | $4,798-34.7% | $8,698-64.0% | $5,403-42.0% |