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 4-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 | $94,306 | $100,754-6.4% | $86,677+8.8% | $134,475-29.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.59% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,000 | $3,489-14.0% | $2,836+5.8% | $4,740-36.7% |
| Participant deferral / active EE | $8,824 | $5,338+65.3% | $4,656+89.5% | $6,400+37.9% |
| Admin fee / account holder | $1,294 | $10,926-88.2% | $7,493-82.7% | $11,426-88.7% |