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 7-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 | $98,695 | $76,912+28.3% | $129,110-23.6% | $68,494+44.1% |
| Participation rate | 98.3% | 69.1%+29.2pp | 77.3%+21.1pp | 67.9%+30.4pp |
| Annual return | -17.28% | -9.78%-7.5pp | -10.94%-6.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,000 | $3,243+54.2% | $5,052-1.0% | $2,596+92.6% |
| Participant deferral / active EE | $9,001 | $4,732+90.2% | $6,542+37.6% | $4,027+123.5% |
| Admin fee / account holder | $5,058 | $6,638-23.8% | $14,302-64.6% | $5,403-6.4% |