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 | $42,212 | $49,177-14.2% | $79,464-46.9% | $64,186-34.2% |
| Participation rate | 97.4% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.8pp |
| Annual return | -6.37% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,573 | $2,076+23.9% | $2,800-8.1% | $2,381+8.1% |
| Participant deferral / active EE | $2,222 | $2,821-21.3% | $3,704-40.0% | $3,470-36.0% |
| Admin fee / account holder | $2,620 | $3,839-31.7% | $5,113-48.8% | $4,888-46.4% |