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 | $71,913 | $59,186+21.5% | $76,768-6.3% | $56,287+27.8% |
| Participation rate | 98.1% | 75.2%+22.9pp | 77.0%+21.2pp | 69.9%+28.3pp |
| Annual return | -4.63% | 6.62%-11.2pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,421 | $1,759+37.7% | $2,485-2.6% | $2,111+14.7% |
| Participant deferral / active EE | $7,338 | $3,255+125.4% | $3,852+90.5% | $3,350+119.1% |
| Admin fee / account holder | $12,838 | $489+2524.8% | $6,675+92.3% | $521+2364.4% |