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 | $36,456 | $76,000-52.0% | $154,107-76.3% | $64,186-43.2% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -6.84% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,038 | $3,351-69.0% | $5,298-80.4% | $2,381-56.4% |
| Participant deferral / active EE | $1,598 | $3,175-49.7% | $5,081-68.5% | $3,470-53.9% |
| Admin fee / account holder | $1,747 | $5,596-68.8% | $13,411-87.0% | $4,888-64.3% |