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 | $31,537 | $82,664-61.8% | $125,339-74.8% | $68,494-54.0% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -13.51% | -5.97%-7.5pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,440 | $3,381+31.3% | $4,814-7.8% | $2,596+71.0% |
| Participant deferral / active EE | $11,444 | $6,110+87.3% | $7,446+53.7% | $4,027+184.2% |
| Admin fee / account holder | $4,675 | $6,275-25.5% | $10,010-53.3% | $5,403-13.5% |