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 | $9,555 | $104,106-90.8% | $71,086-86.6% | $135,375-92.9% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -4.24% | 1256.30%-1260.5pp | 650.59%-654.8pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,579 | $1,485+6.3% | $1,088+45.1% | $4,779-67.0% |
| Participant deferral / active EE | $2,261 | $2,527-10.5% | $1,874+20.7% | $5,609-59.7% |
| Admin fee / account holder | $330 | $4,142-92.0% | $3,082-89.3% | $10,827-97.0% |