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 | $22,565 | $82,664-72.7% | $125,339-82.0% | $68,494-67.1% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -17.78% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,369 | $3,381-0.4% | $4,814-30.0% | $2,596+29.7% |
| Participant deferral / active EE | $12,900 | $6,110+111.1% | $7,446+73.2% | $4,027+220.3% |
| Admin fee / account holder | $5,126 | $6,275-18.3% | $10,010-48.8% | $5,403-5.1% |