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 | $39,901 | $82,664-51.7% | $125,339-68.2% | $68,494-41.7% |
| Participation rate | 82.4% | 75.0%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $4,458 | $3,381+31.9% | $4,814-7.4% | $2,596+71.7% |
| Participant deferral / active EE | $8,307 | $6,110+35.9% | $7,446+11.6% | $4,027+106.3% |
| Admin fee / account holder | $5,564 | $6,275-11.3% | $10,010-44.4% | $5,403+3.0% |