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 | $29,876 | $49,177-39.2% | $79,464-62.4% | $64,186-53.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.12% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,442 | $2,076+65.8% | $2,800+22.9% | $2,381+44.6% |
| Participant deferral / active EE | $4,984 | $2,821+76.6% | $3,704+34.6% | $3,470+43.6% |
| Admin fee / account holder | $7,978 | $3,839+107.8% | $5,113+56.0% | $4,888+63.2% |