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 | $60,319 | $82,664-27.0% | $125,339-51.9% | $68,494-11.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -17.05% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,429 | $3,381+1.4% | $4,814-28.8% | $2,596+32.1% |
| Participant deferral / active EE | $9,187 | $6,110+50.3% | $7,446+23.4% | $4,027+128.1% |
| Admin fee / account holder | $6,574 | $6,275+4.8% | $10,010-34.3% | $5,403+21.7% |