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 8-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 | $55,155 | $54,350+1.5% | $82,719-33.3% | $68,494-19.5% |
| Participation rate | 95.2% | 63.9%+31.3pp | 72.6%+22.7pp | 67.9%+27.3pp |
| Annual return | -17.11% | -13.67%-3.4pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $6,195 | $2,218+179.3% | $3,009+105.9% | $2,596+138.6% |
| Participant deferral / active EE | $7,240 | $3,246+123.1% | $4,395+64.7% | $4,027+79.8% |
| Admin fee / account holder | $18,910 | $4,395+330.2% | $5,329+254.9% | $5,403+250.0% |