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 7-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 | $48,442 | $46,674+3.8% | $117,472-58.8% | $68,494-29.3% |
| Participation rate | 83.8% | 56.8%+27.0pp | 70.6%+13.2pp | 67.9%+15.9pp |
| Annual return | -18.01% | -14.52%-3.5pp | 29.74%-47.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,837 | $1,505+221.5% | $4,176+15.8% | $2,596+86.3% |
| Participant deferral / active EE | $9,203 | $2,636+249.1% | $4,070+126.1% | $4,027+128.5% |
| Admin fee / account holder | $571 | $4,020-85.8% | $5,645-89.9% | $5,403-89.4% |