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 | $56,439 | $69,010-18.2% | $159,960-64.7% | $68,494-17.6% |
| Participation rate | 88.5% | 65.4%+23.1pp | 78.0%+10.5pp | 67.9%+20.6pp |
| Annual return | -16.80% | -9.65%-7.1pp | 408.60%-425.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,722 | $2,213+158.5% | $4,226+35.4% | $2,596+120.4% |
| Participant deferral / active EE | $10,834 | $4,212+157.2% | $6,182+75.2% | $4,027+169.0% |
| Admin fee / account holder | $7,352 | $4,798+53.2% | $8,698-15.5% | $5,403+36.1% |