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 | $41,937 | $82,664-49.3% | $125,339-66.5% | $68,494-38.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,600 | $3,381+36.0% | $4,814-4.4% | $2,596+77.2% |
| Participant deferral / active EE | $10,486 | $6,110+71.6% | $7,446+40.8% | $4,027+160.4% |
| Admin fee / account holder | $26,800 | $6,275+327.1% | $10,010+167.7% | $5,403+396.1% |