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 7-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 | $45,953 | $82,664-44.4% | $125,339-63.3% | $68,494-32.9% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -18.54% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $7,045 | $3,381+108.4% | $4,814+46.4% | $2,596+171.4% |
| Participant deferral / active EE | $10,216 | $6,110+67.2% | $7,446+37.2% | $4,027+153.7% |
| Admin fee / account holder | $1,165 | $6,275-81.4% | $10,010-88.4% | $5,403-78.4% |