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 | $22,764 | $82,664-72.5% | $125,339-81.8% | $68,494-66.8% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -15.83% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,011 | $3,381+18.6% | $4,814-16.7% | $2,596+54.5% |
| Participant deferral / active EE | $7,792 | $6,110+27.5% | $7,446+4.6% | $4,027+93.5% |
| Admin fee / account holder | $408 | $6,275-93.5% | $10,010-95.9% | $5,403-92.5% |