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 | $26,692 | $64,707-58.7% | $112,228-76.2% | $68,494-61.0% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -13.62% | -11.40%-2.2pp | 27.45%-41.1pp | -7.84%-5.8pp |
| Employer contribution / active EE | $5,534 | $2,746+101.5% | $3,635+52.3% | $2,596+113.2% |
| Participant deferral / active EE | $1,841 | $3,565-48.4% | $4,728-61.1% | $4,027-54.3% |
| Admin fee / account holder | $677 | $5,232-87.1% | $6,410-89.4% | $5,403-87.5% |