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 | $56,841 | $82,664-31.2% | $125,339-54.6% | $68,494-17.0% |
| Participation rate | 97.8% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -19.22% | -5.97%-13.2pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $4,048 | $3,381+19.7% | $4,814-15.9% | $2,596+55.9% |
| Participant deferral / active EE | $9,802 | $6,110+60.4% | $7,446+31.6% | $4,027+143.4% |
| Admin fee / account holder | $8,080 | $6,275+28.8% | $10,010-19.3% | $5,403+49.6% |