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 | $68,325 | $72,404-5.6% | $110,238-38.0% | $64,186+6.4% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | -3.31% | -6.29%+3.0pp | 314.74%-318.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,707 | $2,282+62.5% | $3,826-3.1% | $2,381+55.7% |
| Participant deferral / active EE | $2,641 | $3,469-23.9% | $4,672-43.5% | $3,470-23.9% |
| Admin fee / account holder | $7,356 | $5,664+29.9% | $8,547-13.9% | $4,888+50.5% |