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 | $31,865 | $82,664-61.5% | $125,339-74.6% | $68,494-53.5% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,684 | $3,381-50.2% | $4,814-65.0% | $2,596-35.1% |
| Participant deferral / active EE | $4,886 | $6,110-20.0% | $7,446-34.4% | $4,027+21.3% |
| Admin fee / account holder | $1,631 | $6,275-74.0% | $10,010-83.7% | $5,403-69.8% |