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 9-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 | $38,920 | $57,354-32.1% | $83,848-53.6% | $64,186-39.4% |
| Participation rate | 98.1% | 68.6%+29.5pp | 76.1%+21.9pp | 69.6%+28.5pp |
| Annual return | -6.17% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,099 | $2,545+21.8% | $3,631-14.6% | $2,381+30.2% |
| Participant deferral / active EE | $3,278 | $2,993+9.5% | $4,082-19.7% | $3,470-5.5% |
| Admin fee / account holder | $3,610 | $4,046-10.8% | $5,478-34.1% | $4,888-26.1% |