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 | $48,787 | $82,664-41.0% | $125,339-61.1% | $68,494-28.8% |
| Participation rate | 71.1% | 75.0%-3.9pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | -15.30% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,736 | $3,381-19.1% | $4,814-43.2% | $2,596+5.4% |
| Participant deferral / active EE | $5,786 | $6,110-5.3% | $7,446-22.3% | $4,027+43.7% |
| Admin fee / account holder | $4,162 | $6,275-33.7% | $10,010-58.4% | $5,403-23.0% |