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 | $88,021 | $48,265+82.4% | $68,791+28.0% | $68,494+28.5% |
| Participation rate | 91.2% | 60.7%+30.5pp | 69.0%+22.2pp | 67.9%+23.3pp |
| Annual return | -15.13% | -12.71%-2.4pp | -6.38%-8.7pp | -7.84%-7.3pp |
| Employer contribution / active EE | $6,891 | $1,829+276.8% | $2,655+159.5% | $2,596+165.4% |
| Participant deferral / active EE | $5,765 | $2,867+101.1% | $3,941+46.3% | $4,027+43.1% |
| Admin fee / account holder | $341 | $4,355-92.2% | $4,932-93.1% | $5,403-93.7% |