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 | $27,745 | $90,519-69.3% | $93,789-70.4% | $134,475-79.4% |
| Participation rate | 94.1% | 82.0%+12.2pp | 81.0%+13.2pp | 81.2%+12.9pp |
| Annual return | -19.33% | -15.72%-3.6pp | -11.33%-8.0pp | 417.96%-437.3pp |
| Employer contribution / active EE | $5,681 | $4,343+30.8% | $4,323+31.4% | $4,740+19.9% |
| Participant deferral / active EE | $2,221 | $5,978-62.8% | $6,094-63.6% | $6,400-65.3% |
| Admin fee / account holder | $7,717 | $9,252-16.6% | $7,195+7.3% | $11,426-32.5% |