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 | $95,896 | $45,863+109.1% | $77,024+24.5% | $68,494+40.0% |
| Participation rate | 91.9% | 55.9%+36.0pp | 67.9%+24.0pp | 67.9%+24.0pp |
| Annual return | -14.05% | 1.72%-15.8pp | 42.32%-56.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $6,795 | $1,650+311.9% | $2,812+141.6% | $2,596+161.7% |
| Participant deferral / active EE | $13,591 | $2,962+358.8% | $4,426+207.0% | $4,027+237.5% |
| Admin fee / account holder | $747 | $3,041-75.4% | $5,425-86.2% | $5,403-86.2% |