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 6-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 | $28,622 | $59,107-51.6% | $86,436-66.9% | $68,494-58.2% |
| Participation rate | 81.7% | 75.2%+6.5pp | 80.3%+1.4pp | 67.9%+13.8pp |
| Annual return | -13.18% | -0.23%-12.9pp | 4394.89%-4408.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,215 | $2,519+67.3% | $3,769+11.8% | $2,596+62.3% |
| Participant deferral / active EE | $10,770 | $5,901+82.5% | $6,952+54.9% | $4,027+167.4% |
| Admin fee / account holder | $3,399 | $5,637-39.7% | $6,731-49.5% | $5,403-37.1% |