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 | $20,340 | $82,664-75.4% | $125,339-83.8% | $68,494-70.3% |
| Participation rate | 89.5% | 75.0%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $7,367 | $3,381+117.9% | $4,814+53.0% | $2,596+183.7% |
| Participant deferral / active EE | $11,443 | $6,110+87.3% | $7,446+53.7% | $4,027+184.1% |
| Admin fee / account holder | $7,352 | $6,275+17.2% | $10,010-26.5% | $5,403+36.1% |