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 9-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 | $42,013 | $82,664-49.2% | $125,339-66.5% | $68,494-38.7% |
| Participation rate | 86.1% | 75.0%+11.1pp | 82.4%+3.7pp | 67.9%+18.2pp |
| Annual return | -16.59% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,884 | $6,110+94.5% | $7,446+59.6% | $4,027+195.1% |
| Admin fee / account holder | $23,829 | $6,275+279.7% | $10,010+138.1% | $5,403+341.1% |