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 | $44,834 | $82,664-45.8% | $125,339-64.2% | $68,494-34.5% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -18.82% | -5.97%-12.8pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,606 | $3,381+6.7% | $4,814-25.1% | $2,596+38.9% |
| Participant deferral / active EE | $8,883 | $6,110+45.4% | $7,446+19.3% | $4,027+120.6% |
| Admin fee / account holder | $4,575 | $6,275-27.1% | $10,010-54.3% | $5,403-15.3% |