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 | $33,632 | $133,958-74.9% | $112,228-70.0% | $134,475-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.99% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,784 | $4,038-31.1% | $3,635-23.4% | $4,740-41.3% |
| Participant deferral / active EE | $6,332 | $5,291+19.7% | $4,728+33.9% | $6,400-1.1% |
| Admin fee / account holder | $12,166 | $7,489+62.5% | $6,410+89.8% | $11,426+6.5% |