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 4-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 | $74,275 | $100,754-26.3% | $86,677-14.3% | $134,475-44.8% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -13.64% | 29.04%-42.7pp | 35.91%-49.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,158 | $3,489-38.2% | $2,836-23.9% | $4,740-54.5% |
| Participant deferral / active EE | $5,445 | $5,338+2.0% | $4,656+17.0% | $6,400-14.9% |
| Admin fee / account holder | $6,777 | $10,926-38.0% | $7,493-9.6% | $11,426-40.7% |