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 | $53,382 | $69,010-22.6% | $159,960-66.6% | $68,494-22.1% |
| Participation rate | 79.2% | 65.4%+13.8pp | 78.0%+1.3pp | 67.9%+11.4pp |
| Annual return | -16.14% | -9.65%-6.5pp | 408.60%-424.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,864 | $2,213+119.8% | $4,226+15.1% | $2,596+87.4% |
| Participant deferral / active EE | $9,394 | $4,212+123.0% | $6,182+52.0% | $4,027+133.3% |
| Admin fee / account holder | $5,631 | $4,798+17.4% | $8,698-35.3% | $5,403+4.2% |