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 | $43,531 | $59,107-26.4% | $86,436-49.6% | $68,494-36.4% |
| Participation rate | 95.0% | 75.2%+19.8pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -17.41% | -0.23%-17.2pp | 4394.89%-4412.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,808 | $2,519+51.2% | $3,769+1.1% | $2,596+46.7% |
| Participant deferral / active EE | $9,360 | $5,901+58.6% | $6,952+34.6% | $4,027+132.4% |
| Admin fee / account holder | $2,503 | $5,637-55.6% | $6,731-62.8% | $5,403-53.7% |