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 | $41,835 | $82,664-49.4% | $125,339-66.6% | $68,494-38.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.67% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $2,388 | $3,381-29.4% | $4,814-50.4% | $2,596-8.0% |
| Participant deferral / active EE | $8,034 | $6,110+31.5% | $7,446+7.9% | $4,027+99.5% |
| Admin fee / account holder | $5,211 | $6,275-17.0% | $10,010-47.9% | $5,403-3.5% |