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 | $29,433 | $82,664-64.4% | $125,339-76.5% | $68,494-57.0% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -17.17% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,424 | $3,381+1.3% | $4,814-28.9% | $2,596+31.9% |
| Participant deferral / active EE | $5,701 | $6,110-6.7% | $7,446-23.4% | $4,027+41.6% |
| Admin fee / account holder | $1,852 | $6,275-70.5% | $10,010-81.5% | $5,403-65.7% |