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 | $42,963 | $73,867-41.8% | $143,757-70.1% | $68,494-37.3% |
| Participation rate | 78.8% | 66.7%+12.1pp | 80.3%-1.5pp | 67.9%+10.9pp |
| Annual return | -15.23% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $6,534 | $3,184+105.2% | $4,951+32.0% | $2,596+151.7% |
| Participant deferral / active EE | $4,353 | $3,384+28.6% | $5,637-22.8% | $4,027+8.1% |
| Admin fee / account holder | $852 | $5,755-85.2% | $14,673-94.2% | $5,403-84.2% |