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 | $26,166 | $59,107-55.7% | $86,436-69.7% | $68,494-61.8% |
| Participation rate | 93.7% | 75.2%+18.4pp | 80.3%+13.3pp | 67.9%+25.8pp |
| Annual return | -14.53% | -0.23%-14.3pp | 4394.89%-4409.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,920 | $2,519+55.6% | $3,769+4.0% | $2,596+51.0% |
| Participant deferral / active EE | $9,354 | $5,901+58.5% | $6,952+34.6% | $4,027+132.3% |
| Admin fee / account holder | $1,068 | $5,637-81.0% | $6,731-84.1% | $5,403-80.2% |