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 | $11,761 | $49,177-76.1% | $79,464-85.2% | $64,186-81.7% |
| Participation rate | 89.3% | 65.0%+24.3pp | 73.3%+15.9pp | 69.6%+19.7pp |
| Annual return | -1.88% | -1.16%-0.7pp | 718.14%-720.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,918 | $2,076+40.6% | $2,800+4.2% | $2,381+22.6% |
| Participant deferral / active EE | $5,473 | $2,821+94.0% | $3,704+47.8% | $3,470+57.7% |
| Admin fee / account holder | $2,282 | $3,839-40.6% | $5,113-55.4% | $4,888-53.3% |