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 | $26,675 | $57,354-53.5% | $83,848-68.2% | $64,186-58.4% |
| Participation rate | 88.5% | 68.6%+19.9pp | 76.1%+12.3pp | 69.6%+18.9pp |
| Annual return | -8.05% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,368 | $2,545-46.2% | $3,631-62.3% | $2,381-42.5% |
| Participant deferral / active EE | $6,509 | $2,993+117.5% | $4,082+59.5% | $3,470+87.6% |
| Admin fee / account holder | $2,514 | $4,046-37.9% | $5,478-54.1% | $4,888-48.6% |