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 | $65,058 | $57,354+13.4% | $83,848-22.4% | $64,186+1.4% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -6.83% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,281 | $2,545-10.4% | $3,631-37.2% | $2,381-4.2% |
| Participant deferral / active EE | $9,524 | $2,993+218.2% | $4,082+133.3% | $3,470+174.5% |
| Admin fee / account holder | $4,637 | $4,046+14.6% | $5,478-15.4% | $4,888-5.1% |