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 | $123,326 | $95,862+28.6% | $79,550+55.0% | $134,475-8.3% |
| Participation rate | 95.7% | 75.0%+20.6pp | 69.5%+26.2pp | 81.2%+14.4pp |
| Annual return | -11.88% | -2.69%-9.2pp | 0.16%-12.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $7,436 | $3,128+137.7% | $2,413+208.2% | $4,740+56.9% |
| Participant deferral / active EE | $7,940 | $4,693+69.2% | $3,985+99.2% | $6,400+24.1% |
| Admin fee / account holder | $6,254 | $9,126-31.5% | $6,832-8.5% | $11,426-45.3% |