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 8-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 | $21,188 | $82,664-74.4% | $125,339-83.1% | $68,494-69.1% |
| Participation rate | 84.2% | 75.0%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -14.11% | -5.97%-8.1pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,218 | $3,381-34.4% | $4,814-53.9% | $2,596-14.6% |
| Participant deferral / active EE | $3,690 | $6,110-39.6% | $7,446-50.4% | $4,027-8.4% |
| Admin fee / account holder | $19,194 | $6,275+205.9% | $10,010+91.8% | $5,403+255.3% |