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 | $31,679 | $76,000-58.3% | $154,107-79.4% | $64,186-50.6% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -3.80% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,545 | $3,351-53.9% | $5,298-70.8% | $2,381-35.1% |
| Participant deferral / active EE | $3,966 | $3,175+24.9% | $5,081-21.9% | $3,470+14.3% |
| Admin fee / account holder | $7,545 | $5,596+34.8% | $13,411-43.7% | $4,888+54.4% |