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 7-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 | $32,630 | $82,664-60.5% | $125,339-74.0% | $68,494-52.4% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -19.02% | -5.97%-13.0pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $4,201 | $3,381+24.3% | $4,814-12.7% | $2,596+61.8% |
| Participant deferral / active EE | $10,208 | $6,110+67.1% | $7,446+37.1% | $4,027+153.5% |
| Admin fee / account holder | $527 | $6,275-91.6% | $10,010-94.7% | $5,403-90.2% |