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 | $40,510 | $82,664-51.0% | $125,339-67.7% | $68,494-40.9% |
| Participation rate | 88.1% | 75.0%+13.1pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -14.92% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,649 | $3,381-51.2% | $4,814-65.7% | $2,596-36.5% |
| Participant deferral / active EE | $3,097 | $6,110-49.3% | $7,446-58.4% | $4,027-23.1% |
| Admin fee / account holder | $383 | $6,275-93.9% | $10,010-96.2% | $5,403-92.9% |