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 9-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 | $36,673 | $54,350-32.5% | $82,719-55.7% | $68,494-46.5% |
| Participation rate | 75.7% | 63.9%+11.8pp | 72.6%+3.1pp | 67.9%+7.8pp |
| Annual return | -9.86% | -13.67%+3.8pp | 701.18%-711.0pp | -7.84%-2.0pp |
| Employer contribution / active EE | $7,266 | $2,218+227.6% | $3,009+141.5% | $2,596+179.9% |
| Participant deferral / active EE | $8,542 | $3,246+163.1% | $4,395+94.4% | $4,027+112.1% |
| Admin fee / account holder | $9,131 | $4,395+107.7% | $5,329+71.4% | $5,403+69.0% |