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 | $34,895 | $82,664-57.8% | $125,339-72.2% | $68,494-49.1% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -16.02% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $7,004 | $3,381+107.2% | $4,814+45.5% | $2,596+169.8% |
| Participant deferral / active EE | $10,341 | $6,110+69.2% | $7,446+38.9% | $4,027+156.8% |
| Admin fee / account holder | $1,236 | $6,275-80.3% | $10,010-87.7% | $5,403-77.1% |