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 | $121,035 | $82,664+46.4% | $125,339-3.4% | $68,494+76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.12% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,483 | $3,381-26.6% | $4,814-48.4% | $2,596-4.4% |
| Participant deferral / active EE | $8,382 | $6,110+37.2% | $7,446+12.6% | $4,027+108.1% |
| Admin fee / account holder | $399 | $6,275-93.6% | $10,010-96.0% | $5,403-92.6% |