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 | $22,394 | $82,664-72.9% | $125,339-82.1% | $68,494-67.3% |
| Participation rate | 98.2% | 75.0%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,630 | $3,381+7.4% | $4,814-24.6% | $2,596+39.8% |
| Participant deferral / active EE | $7,072 | $6,110+15.7% | $7,446-5.0% | $4,027+75.6% |
| Admin fee / account holder | $907 | $6,275-85.6% | $10,010-90.9% | $5,403-83.2% |