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 | $50,584 | $127,100-60.2% | $105,738-52.2% | $135,375-62.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | -6.66% | 4.49%-11.2pp | 6.27%-12.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,247 | $4,107-45.3% | $3,268-31.3% | $4,779-53.0% |
| Participant deferral / active EE | $7,407 | $5,064+46.2% | $4,080+81.5% | $5,609+32.1% |
| Admin fee / account holder | $425 | $9,087-95.3% | $6,913-93.9% | $10,827-96.1% |