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 | $38,884 | $72,404-46.3% | $110,238-64.7% | $64,186-39.4% |
| Participation rate | 80.9% | 73.3%+7.5pp | 79.8%+1.0pp | 69.6%+11.3pp |
| Annual return | -7.19% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,663 | $2,282+104.4% | $3,826+21.9% | $2,381+95.9% |
| Participant deferral / active EE | $3,459 | $3,469-0.3% | $4,672-26.0% | $3,470-0.3% |
| Admin fee / account holder | $9,297 | $5,664+64.1% | $8,547+8.8% | $4,888+90.2% |