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 6-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 | $61,786 | $53,162+16.2% | $91,220-32.3% | $68,494-9.8% |
| Participation rate | 91.2% | 63.2%+28.0pp | 73.2%+18.0pp | 67.9%+23.3pp |
| Annual return | -16.95% | -3.14%-13.8pp | 114.01%-131.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $6,206 | $1,709+263.1% | $2,850+117.8% | $2,596+139.0% |
| Participant deferral / active EE | $6,848 | $2,974+130.3% | $4,234+61.8% | $4,027+70.0% |
| Admin fee / account holder | $2,344 | $4,493-47.8% | $5,420-56.8% | $5,403-56.6% |