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 8-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 | $29,361 | $49,177-40.3% | $79,464-63.1% | $64,186-54.3% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.5pp |
| Annual return | -6.11% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $373 | $2,076-82.0% | $2,800-86.7% | $2,381-84.3% |
| Participant deferral / active EE | $2,840 | $2,821+0.7% | $3,704-23.3% | $3,470-18.1% |
| Admin fee / account holder | $7,618 | $3,839+98.5% | $5,113+49.0% | $4,888+55.9% |