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 | $41,110 | $54,350-24.4% | $82,719-50.3% | $68,494-40.0% |
| Participation rate | 88.6% | 63.9%+24.7pp | 72.6%+16.0pp | 67.9%+20.7pp |
| Annual return | -7.24% | -13.67%+6.4pp | 701.18%-708.4pp | -7.84%+0.6pp |
| Employer contribution / active EE | $1,383 | $2,218-37.6% | $3,009-54.0% | $2,596-46.7% |
| Participant deferral / active EE | $2,907 | $3,246-10.4% | $4,395-33.8% | $4,027-27.8% |
| Admin fee / account holder | $1,625 | $4,395-63.0% | $5,329-69.5% | $5,403-69.9% |