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 | $130,436 | $82,664+57.8% | $125,339+4.1% | $68,494+90.4% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -7.85% | -5.97%-1.9pp | 572.05%-579.9pp | -7.84%0pp |
| Employer contribution / active EE | $4,255 | $3,381+25.9% | $4,814-11.6% | $2,596+63.9% |
| Participant deferral / active EE | $12,702 | $6,110+107.9% | $7,446+70.6% | $4,027+215.4% |
| Admin fee / account holder | $16,099 | $6,275+156.5% | $10,010+60.8% | $5,403+198.0% |