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 | $38,115 | $57,354-33.5% | $83,848-54.5% | $64,186-40.6% |
| Participation rate | 95.9% | 68.6%+27.3pp | 76.1%+19.8pp | 69.6%+26.4pp |
| Annual return | -3.23% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,566 | $2,545-38.5% | $3,631-56.9% | $2,381-34.2% |
| Participant deferral / active EE | $6,043 | $2,993+101.9% | $4,082+48.1% | $3,470+74.2% |
| Admin fee / account holder | $5,272 | $4,046+30.3% | $5,478-3.8% | $4,888+7.9% |