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 | $43,473 | $82,664-47.4% | $125,339-65.3% | $68,494-36.5% |
| Participation rate | 86.0% | 75.0%+10.9pp | 82.4%+3.6pp | 67.9%+18.1pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,787 | $3,381-17.6% | $4,814-42.1% | $2,596+7.3% |
| Participant deferral / active EE | $5,127 | $6,110-16.1% | $7,446-31.1% | $4,027+27.3% |
| Admin fee / account holder | $749 | $6,275-88.1% | $10,010-92.5% | $5,403-86.1% |