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 | $25,978 | $57,354-54.7% | $83,848-69.0% | $64,186-59.5% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | -3.31% | 11.38%-14.7pp | 850.88%-854.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,896 | $2,545+13.8% | $3,631-20.2% | $2,381+21.7% |
| Participant deferral / active EE | $4,893 | $2,993+63.5% | $4,082+19.9% | $3,470+41.0% |
| Admin fee / account holder | $1,617 | $4,046-60.0% | $5,478-70.5% | $4,888-66.9% |