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 | $82,030 | $54,350+50.9% | $82,719-0.8% | $68,494+19.8% |
| Participation rate | 89.3% | 63.9%+25.4pp | 72.6%+16.7pp | 67.9%+21.4pp |
| Annual return | -11.81% | -13.67%+1.9pp | 701.18%-713.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,313 | $2,218-40.8% | $3,009-56.4% | $2,596-49.4% |
| Participant deferral / active EE | $3,361 | $3,246+3.5% | $4,395-23.5% | $4,027-16.5% |
| Admin fee / account holder | $8,159 | $4,395+85.6% | $5,329+53.1% | $5,403+51.0% |