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 | $126,123 | $167,307-24.6% | $143,757-12.3% | $134,475-6.2% |
| Participation rate | 95.7% | 84.8%+10.8pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | -9.43% | 0.46%-9.9pp | -0.04%-9.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $7,502 | $5,619+33.5% | $4,951+51.5% | $4,740+58.3% |
| Participant deferral / active EE | $13,525 | $6,446+109.8% | $5,637+139.9% | $6,400+111.3% |
| Admin fee / account holder | $10,335 | $18,088-42.9% | $14,673-29.6% | $11,426-9.5% |