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 | $28,765 | $49,177-41.5% | $79,464-63.8% | $64,186-55.2% |
| Participation rate | 71.4% | 65.0%+6.4pp | 73.3%-1.9pp | 69.6%+1.9pp |
| Annual return | -5.11% | -1.16%-4.0pp | 718.14%-723.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,457 | $2,076+66.5% | $2,800+23.5% | $2,381+45.2% |
| Participant deferral / active EE | $3,808 | $2,821+35.0% | $3,704+2.8% | $3,470+9.8% |
| Admin fee / account holder | $7,446 | $3,839+94.0% | $5,113+45.6% | $4,888+52.3% |