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 8-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 | $237,791 | $95,862+148.1% | $79,550+198.9% | $134,475+76.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -15.99% | -2.69%-13.3pp | 0.16%-16.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $13,037 | $3,128+316.8% | $2,413+440.3% | $4,740+175.1% |
| Participant deferral / active EE | $10,053 | $4,693+114.2% | $3,985+152.3% | $6,400+57.1% |
| Admin fee / account holder | $2,320 | $9,126-74.6% | $6,832-66.0% | $11,426-79.7% |