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 | $37,238 | $82,664-55.0% | $125,339-70.3% | $68,494-45.6% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.3pp | 67.9%+24.8pp |
| Annual return | -9.44% | -5.97%-3.5pp | 572.05%-581.5pp | -7.84%-1.6pp |
| Employer contribution / active EE | $3,133 | $3,381-7.3% | $4,814-34.9% | $2,596+20.7% |
| Participant deferral / active EE | $8,330 | $6,110+36.3% | $7,446+11.9% | $4,027+106.8% |
| Admin fee / account holder | $2,200 | $6,275-64.9% | $10,010-78.0% | $5,403-59.3% |