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 | $29,983 | $82,664-63.7% | $125,339-76.1% | $68,494-56.2% |
| Participation rate | 83.8% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,722 | $3,381+10.1% | $4,814-22.7% | $2,596+43.4% |
| Participant deferral / active EE | $7,344 | $6,110+20.2% | $7,446-1.4% | $4,027+82.4% |
| Admin fee / account holder | $5,453 | $6,275-13.1% | $10,010-45.5% | $5,403+0.9% |