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 | $60,818 | $81,900-25.7% | $119,609-49.2% | $68,494-11.2% |
| Participation rate | 92.7% | 71.9%+20.8pp | 79.3%+13.4pp | 67.9%+24.8pp |
| Annual return | 38.53% | -23.82%+62.4pp | -14.97%+53.5pp | -7.84%+46.4pp |
| Employer contribution / active EE | $14,882 | $2,693+452.6% | $4,232+251.7% | $2,596+473.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,593 | $6,582-15.0% | $10,323-45.8% | $5,403+3.5% |