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 | $47,144 | $82,664-43.0% | $125,339-62.4% | $68,494-31.2% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,046 | $3,381-9.9% | $4,814-36.7% | $2,596+17.3% |
| Participant deferral / active EE | $7,033 | $6,110+15.1% | $7,446-5.6% | $4,027+74.6% |
| Admin fee / account holder | $11,694 | $6,275+86.4% | $10,010+16.8% | $5,403+116.5% |