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 | $45,013 | $82,664-45.5% | $125,339-64.1% | $68,494-34.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,580 | $3,381+5.9% | $4,814-25.6% | $2,596+37.9% |
| Participant deferral / active EE | $8,053 | $6,110+31.8% | $7,446+8.1% | $4,027+100.0% |
| Admin fee / account holder | $9,791 | $6,275+56.0% | $10,010-2.2% | $5,403+81.2% |