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 7-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 | $65,788 | $82,664-20.4% | $125,339-47.5% | $68,494-4.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -18.53% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,541 | $3,381+4.7% | $4,814-26.4% | $2,596+36.4% |
| Participant deferral / active EE | $8,969 | $6,110+46.8% | $7,446+20.4% | $4,027+122.7% |
| Admin fee / account holder | $555 | $6,275-91.1% | $10,010-94.5% | $5,403-89.7% |