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 | $22,189 | $59,107-62.5% | $86,436-74.3% | $68,494-67.6% |
| Participation rate | 97.8% | 75.2%+22.6pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -18.74% | -0.23%-18.5pp | 4394.89%-4413.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,653 | $2,519+45.0% | $3,769-3.1% | $2,596+40.7% |
| Participant deferral / active EE | $9,007 | $5,901+52.6% | $6,952+29.6% | $4,027+123.7% |
| Admin fee / account holder | $10,208 | $5,637+81.1% | $6,731+51.7% | $5,403+88.9% |