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 | $63,902 | $54,229+17.8% | $70,092-8.8% | $68,494-6.7% |
| Participation rate | 96.3% | 64.5%+31.8pp | 70.5%+25.8pp | 67.9%+28.4pp |
| Annual return | -16.99% | -13.87%-3.1pp | 190.73%-207.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,533 | $2,018+25.5% | $2,559-1.0% | $2,596-2.4% |
| Participant deferral / active EE | $6,003 | $2,956+103.1% | $3,849+56.0% | $4,027+49.1% |
| Admin fee / account holder | $3,289 | $4,694-29.9% | $6,267-47.5% | $5,403-39.1% |