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 | $60,988 | $82,664-26.2% | $125,339-51.3% | $68,494-11.0% |
| Participation rate | 70.4% | 75.0%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -19.22% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $5,462 | $3,381+61.6% | $4,814+13.5% | $2,596+110.4% |
| Participant deferral / active EE | $3,217 | $6,110-47.4% | $7,446-56.8% | $4,027-20.1% |
| Admin fee / account holder | $1,498 | $6,275-76.1% | $10,010-85.0% | $5,403-72.3% |